FDW
MFA

Fourth Dimension Wealth’s MFA Financial MFA Stock Holding History

Fourth Dimension Wealth’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
2025
Q2 		– Sell
-37
Closed -$380 – 632
2025
Q1 		$380 Hold
37
– – ﹤0.01% 593
2024
Q4 		$377 Buy
+37
New +$425 ﹤0.01% 595

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fourth Dimension Wealth's MFA Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of MFA Financial (MFA) in Q2 2025, closing a stake of 37 shares — an estimated $380 sold.

Fourth Dimension Wealth first reported a position in MFA in Q4 2024 and held it in 2 quarters. The position peaked at $380 in Q1 2025. 188 funds tracked by Wall St. Rank hold MFA as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining MFA Financial position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 37 MFA Financial shares in Q2 2025, an estimated $380.
  • Fourth Dimension Wealth first reported a position in MFA Financial in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's MFA Financial position peaked at $380 in Q1 2025.
  • 188 funds tracked by Wall St. Rank held MFA Financial as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.