Gratia Capital’s MFA Financial MFA Stock Holding History

Gratia Capital’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 Q1	–	Sell	-225,469	Closed	-$2.1M	–	41
2025 Q4	$2.1M	Hold	225,469	–	–	1.56%	24
2025 Q3	$2.07M	Hold	225,469	–	–	1.49%	29
2025 Q2	$2.13M	Hold	225,469	–	–	2.08%	21
2025 Q1	$2.31M	Buy	+225,469	New	+$2.36M	1.89%	20
2022 Q2	–	Sell	-28,359	Closed	-$457K	–	43
2022 Q1	$457K	Hold	28,359	–	–	0.45%	34
2021 Q4	$517K	Buy	+28,359	New	+$516K	0.61%	24
2021 Q3	–	Sell	-43,497	Closed	-$799K	–	38
2021 Q2	$799K	Hold	43,497	–	–	0.9%	22
2021 Q1	$709K	Sell	43,497 -3,750	-8%	-$59.7K	1.05%	19
2020 Q4	$735K	Sell	47,247 -54,718	-54%	-$738K	0.79%	16
2020 Q3	$1.09M	Buy	+101,965	New	+$1.1M	3.5%	10

Other funds holding MFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Gratia Capital's MFA Position: Q1 2026 in Review

Gratia Capital sold out of MFA Financial (MFA) in Q1 2026, closing a stake of 225,469 shares — an estimated $2.1M sold.

Gratia Capital first reported a position in MFA in Q3 2020 and held it in 10 quarters. The position peaked at $2.31M in Q1 2025. 221 funds tracked by Wall St. Rank hold MFA as of Q1 2026.

Gratia Capital reported no remaining MFA Financial position as of Q1 2026 after selling out during the quarter.
Gratia Capital sold 225,469 MFA Financial shares in Q1 2026, an estimated $2.1M.
Gratia Capital first reported a position in MFA Financial in Q3 2020 and held it in 10 quarters.
Gratia Capital's MFA Financial position peaked at $2.31M in Q1 2025.
221 funds tracked by Wall St. Rank held MFA Financial as of Q1 2026.

Based on Gratia Capital's 13F filing for Q1 2026, filed 15 May 2026.