EWA
MFA

EverSource Wealth Advisors’s MFA Financial MFA Stock Holding History

EverSource Wealth 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 		$31.6K Buy
3,258
+1,454
+81% +$14.1K ﹤0.01% 2106
2026
Q1 		$17.3K Sell
1,804
-58
-3% -$572 ﹤0.01% 2596
2025
Q4 		$17.3K Sell
1,862
-52
-3% -$484 ﹤0.01% 2480
2025
Q3 		$17.6K Buy
1,914
+839
+78% +$8.11K ﹤0.01% 2458
2025
Q2 		$10.2K Buy
1,075
+921
+598% +$8.7K ﹤0.01% 2791
2025
Q1 		$1.58K Sell
154
-26
-14% -$272 ﹤0.01% 3036
2024
Q4 		$1.83K Buy
180
+175
+3,500% +$2.01K ﹤0.01% 2750
2024
Q3 		$64 Hold
5
– – ﹤0.01% 2996
2024
Q2 		$56 Hold
5
– – ﹤0.01% 3024
2024
Q1 		$53 Hold
5
– – ﹤0.01% 2855
2023
Q4 		$56 Sell
5
-221
-98% -$2.23K ﹤0.01% 2610
2023
Q3 		$2.17K Sell
226
-17
-7% -$184 ﹤0.01% 1975
2023
Q2 		$2.73K Buy
243
+238
+4,760% +$2.53K ﹤0.01% 1945
2023
Q1 		$50 Sell
5
-220
-98% -$2.33K ﹤0.01% 2351
2022
Q4 		$2.22K Buy
+225
New +$2.26K ﹤0.01% 1877

Other funds holding MFA

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's MFA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MFA Financial (MFA) stake by 81% in Q2 2026, buying an estimated $14.1K and bringing the position to 3,258 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

EverSource Wealth Advisors first reported a position in MFA in Q4 2022 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • EverSource Wealth Advisors held 3,258 shares of MFA Financial worth $31.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,454 MFA Financial shares in Q2 2026, an estimated $14.1K.
  • MFA Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2106 holding.
  • EverSource Wealth Advisors first reported a position in MFA Financial in Q4 2022 and has held it in 15 quarters since.
  • 63 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.