Creative Planning’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 | $190K | Sell |
19,819
-1,666
| -8% | -$16.4K | ﹤0.01% | 3755 |
|
|
2025
Q4 | $200K | Buy |
21,485
+1,112
| +5% | +$10.4K | ﹤0.01% | 3556 |
|
|
2025
Q3 | $187K | Buy |
+20,373
| New | +$197K | ﹤0.01% | 3515 |
|
|
2023
Q2 | – | Sell |
-59
| Closed | -$586 | – | 2752 |
|
|
2023
Q1 | $586 | Buy |
+59
| New | +$626 | ﹤0.01% | 2568 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$1K | – | 2396 |
|
|
2022
Q2 | $1K | Buy |
+47
| New | +$633 | ﹤0.01% | 2269 |
|
|
2021
Q2 | – | Sell |
-7,665
| Closed | -$125K | – | 2378 |
|
|
2021
Q1 | $125K | Sell |
7,665
-816
| -10% | -$13K | ﹤0.01% | 2203 |
|
|
2020
Q4 | $132K | Sell |
8,481
-1,582
| -16% | -$21.3K | ﹤0.01% | 1985 |
|
|
2020
Q3 | $108K | Sell |
10,063
-1,470
| -13% | -$15.8K | ﹤0.01% | 1811 |
|
|
2020
Q2 | $115K | Buy |
11,533
+482
| +4% | +$3.73K | ﹤0.01% | 1637 |
|
|
2020
Q1 | $69K | Buy |
11,051
+4,606
| +71% | +$123K | ﹤0.01% | 1591 |
|
|
2019
Q4 | $197K | Sell |
6,445
-677
| -10% | -$20.7K | ﹤0.01% | 1644 |
|
|
2019
Q3 | $210K | Buy |
7,122
+809
| +13% | +$23.6K | ﹤0.01% | 1585 |
|
|
2019
Q2 | $181K | Sell |
6,313
-606
| -9% | -$17.7K | ﹤0.01% | 1647 |
|
|
2019
Q1 | $201K | Sell |
6,919
-853
| -11% | -$24.7K | ﹤0.01% | 1580 |
|
|
2018
Q4 | $208K | Sell |
7,772
-3,850
| -33% | -$108K | ﹤0.01% | 1466 |
|
|
2018
Q3 | $342K | Buy |
11,622
+864
| +8% | +$26.6K | ﹤0.01% | 1312 |
|
|
2018
Q2 | $326K | Buy |
10,758
+1,926
| +22% | +$58.9K | ﹤0.01% | 1327 |
|
|
2018
Q1 | $266K | Sell |
8,832
-2,494
| -22% | -$74K | ﹤0.01% | 1418 |
|
|
2017
Q4 | $359K | Buy |
11,326
+2,625
| +30% | +$86.5K | ﹤0.01% | 1263 |
|
|
2017
Q3 | $305K | Hold |
8,701
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q2 | $292K | Buy |
8,701
+610
| +8% | +$20.2K | ﹤0.01% | 1304 |
|
|
2017
Q1 | $261K | Sell |
8,091
-738
| -8% | -$23.5K | ﹤0.01% | 1343 |
|
|
2016
Q4 | $269K | Buy |
8,829
+3,381
| +62% | +$102K | ﹤0.01% | 1245 |
|
|
2016
Q3 | $163K | Buy |
5,448
+2,980
| +121% | +$90.3K | ﹤0.01% | 1521 |
|
|
2016
Q2 | $72K | Buy |
2,468
+5
| +0.2% | +$141 | ﹤0.01% | 1881 |
|
|
2016
Q1 | $67K | Buy |
2,463
+755
| +44% | +$19.8K | ﹤0.01% | 1896 |
|
|
2015
Q4 | $45K | Buy |
1,708
+480
| +39% | +$13.3K | ﹤0.01% | 2192 |
|
|
2015
Q3 | $33K | Buy |
+1,228
| New | +$36K | ﹤0.01% | 2349 |
|
|
2015
Q2 | – | Sell |
-769
| Closed | -$24K | – | 2217 |
|
|
2015
Q1 | $24K | Sell |
769
-578
| -43% | -$18.3K | ﹤0.01% | 2584 |
|
|
2014
Q4 | $43K | Sell |
1,347
-988
| -42% | -$32.5K | ﹤0.01% | 2106 |
|
|
2014
Q3 | $73K | Buy |
2,335
+1,977
| +552% | +$65.1K | ﹤0.01% | 1674 |
|
|
2014
Q2 | $12K | Sell |
358
-664
| -65% | -$21.5K | ﹤0.01% | 2775 |
|
|
2014
Q1 | $32K | Buy |
1,022
+309
| +43% | +$9.3K | ﹤0.01% | 2094 |
|
|
2013
Q4 | $20K | Sell |
713
-121
| -15% | -$3.54K | ﹤0.01% | 2185 |
|
|
2013
Q3 | $25K | Buy |
834
+259
| +45% | +$7.94K | ﹤0.01% | 1966 |
|
|
2013
Q2 | $19K | Buy |
+575
| New | +$20.7K | ﹤0.01% | 1958 |
|
Other funds holding MFA
VPM
VCM
WAM
Creative Planning's MFA Position: Q1 2026 in Review
Creative Planning reduced its MFA Financial (MFA) stake by 7.8% in Q1 2026, selling an estimated $16.4K and leaving 19,819 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #3755.
Creative Planning first reported a position in MFA in Q2 2013 and has held it in 36 quarters since. The position peaked at $359K in Q4 2017. 219 funds tracked by Wall St. Rank hold MFA as of Q1 2026.
- Creative Planning held 19,819 shares of MFA Financial worth $190K as of Q1 2026.
- Creative Planning sold 1,666 MFA Financial shares in Q1 2026, an estimated $16.4K.
- MFA Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3755 holding.
- Creative Planning first reported a position in MFA Financial in Q2 2013 and has held it in 36 quarters since.
- Creative Planning's MFA Financial position peaked at $359K in Q4 2017.
- 219 funds tracked by Wall St. Rank held MFA Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.