Carson Wealth (CWM LLC)’s MFA Financial MFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
156,855
+14,834
| +10% | +$146K | ﹤0.01% | 1327 |
|
|
2025
Q4 | $1.32M | Buy |
142,021
+11,876
| +9% | +$111K | ﹤0.01% | 1348 |
|
|
2025
Q3 | $1.2M | Buy |
130,145
+33,373
| +34% | +$322K | ﹤0.01% | 1308 |
|
|
2025
Q2 | $915K | Buy |
96,772
+94,102
| +3,524% | +$889K | ﹤0.01% | 1284 |
|
|
2025
Q1 | $27K | Buy |
2,670
+728
| +37% | +$7.62K | ﹤0.01% | 3466 |
|
|
2024
Q4 | $20K | Buy |
1,942
+89
| +5% | +$1.02K | ﹤0.01% | 3435 |
|
|
2024
Q3 | $24K | Buy |
1,853
+23
| +1% | +$271 | ﹤0.01% | 3246 |
|
|
2024
Q2 | $19K | Buy |
1,830
+156
| +9% | +$1.68K | ﹤0.01% | 3148 |
|
|
2024
Q1 | $19K | Buy |
1,674
+1,335
| +394% | +$15K | ﹤0.01% | 2946 |
|
|
2023
Q4 | $4K | Sell |
339
-220
| -39% | -$2.22K | ﹤0.01% | 3611 |
|
|
2023
Q3 | $5K | Buy |
559
+220
| +65% | +$2.38K | ﹤0.01% | 3473 |
|
|
2023
Q2 | $4K | Sell |
339
-93
| -22% | -$990 | ﹤0.01% | 3542 |
|
|
2023
Q1 | $4K | Buy |
432
+250
| +137% | +$2.65K | ﹤0.01% | 3401 |
|
|
2022
Q4 | $2K | Sell |
182
-35
| -16% | -$352 | ﹤0.01% | 3588 |
|
|
2022
Q3 | $2K | Sell |
217
-67
| -24% | -$748 | ﹤0.01% | 3494 |
|
|
2022
Q2 | $3K | Sell |
284
-42
| -13% | -$566 | ﹤0.01% | 3211 |
|
|
2022
Q1 | $5K | Buy |
326
+211
| +183% | +$3.65K | ﹤0.01% | 2849 |
|
|
2021
Q4 | $2K | Buy |
+115
| New | +$2.09K | ﹤0.01% | 3144 |
|
|
2021
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 2674 |
|
|
2021
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 2673 |
|
|
2020
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 2672 |
|
|
2020
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 2671 |
|
|
2020
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 2671 |
|
|
2019
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 2670 |
|
|
2019
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 2670 |
|
|
2019
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 2670 |
|
|
2019
Q1 | $2K | Buy |
+112
| New | +$3.24K | ﹤0.01% | 2669 |
|
|
2018
Q3 | – | Sell |
-63
| Closed | -$2K | – | 1932 |
|
|
2018
Q2 | $2K | Buy |
+63
| New | +$1.93K | ﹤0.01% | 1395 |
|
|
2017
Q4 | – | Sell |
-66
| Closed | -$2K | – | 1531 |
|
|
2017
Q3 | $2K | Buy |
+66
| New | +$2.29K | ﹤0.01% | 1296 |
|
Other funds holding MFA
VPM
VCM
WAM
Carson Wealth (CWM LLC)'s MFA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its MFA Financial (MFA) stake by 10% in Q1 2026, buying an estimated $146K and bringing the position to 156,855 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1327.
Carson Wealth (CWM LLC) first reported a position in MFA in Q3 2017 and has held it in 30 quarters since. 220 funds tracked by Wall St. Rank hold MFA as of Q1 2026.
- Carson Wealth (CWM LLC) held 156,855 shares of MFA Financial worth $1.5M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 14,834 MFA Financial shares in Q1 2026, an estimated $146K.
- MFA Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1327 holding.
- Carson Wealth (CWM LLC) first reported a position in MFA Financial in Q3 2017 and has held it in 30 quarters since.
- 220 funds tracked by Wall St. Rank held MFA Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.