CAPTRUST Financial Advisors
MFA

CAPTRUST Financial Advisors’s MFA Financial MFA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Sell
15,082
-3,537
-19% -$34.3K ﹤0.01% 2967
2026
Q1 		$178K Buy
18,619
+2,202
+13% +$21.7K ﹤0.01% 2716
2025
Q4 		$153K Buy
16,417
+2,606
+19% +$24.3K ﹤0.01% 2561
2025
Q3 		$127K Buy
+13,811
New +$133K ﹤0.01% 2489

Other funds holding MFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors's MFA Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its MFA Financial (MFA) stake by 19% in Q2 2026, selling an estimated $34.3K and leaving 15,082 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

CAPTRUST Financial Advisors first reported a position in MFA in Q3 2025 and has held it in 4 quarters since. The position peaked at $178K in Q1 2026. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,082 shares of MFA Financial worth $146K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 3,537 MFA Financial shares in Q2 2026, an estimated $34.3K.
  • MFA Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2967 holding.
  • CAPTRUST Financial Advisors first reported a position in MFA Financial in Q3 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's MFA Financial position peaked at $178K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.