IEQ Capital’s MFA Financial MFA Stock Holding History

IEQ 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 Q2	$1.68M	Sell	172,953 -35,634	-17%	-$346K	0.01%	881
2026 Q1	$2M	Sell	208,587 -6,384	-3%	-$62.9K	0.01%	768
2025 Q4	$2M	Buy	214,971 +65,628	+44%	+$611K	0.01%	787
2025 Q3	$1.37M	Buy	149,343 +126,744	+561%	+$1.22M	﹤0.01%	901
2025 Q2	$214K	Buy	+22,599	New	+$214K	﹤0.01%	1582
2022 Q2	–	Sell	-2,620	Closed	-$42K	–	828
2022 Q1	$42K	Buy	+2,620	New	+$45.3K	﹤0.01%	804
2021 Q4	–	Sell	-2,554	Closed	-$47K	–	745
2021 Q3	$47K	Buy	2,554 +54	+2%	+$1K	﹤0.01%	687
2021 Q2	$46K	Hold	2,500	–	–	﹤0.01%	606
2021 Q1	$41K	Buy	+2,500	New	+$39.8K	﹤0.01%	479
2020 Q4	–	Sell	-2,500	Closed	-$27K	–	323
2020 Q3	$27K	Hold	2,500	–	–	﹤0.01%	389
2020 Q2	$25K	Sell	2,500 -25	-1%	-$193	﹤0.01%	318
2020 Q1	$16K	Buy	2,525 +25	+1%	+$666	﹤0.01%	368
2019 Q4	$77K	Buy	+2,500	New	+$76.3K	0.01%	394

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

WAM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital's MFA Position: Q2 2026 in Review

IEQ Capital reduced its MFA Financial (MFA) stake by 17% in Q2 2026, selling an estimated $346K and leaving 172,953 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #881.

IEQ Capital first reported a position in MFA in Q4 2019 and has held it in 13 quarters since. The position peaked at $2M in Q4 2025. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

IEQ Capital held 172,953 shares of MFA Financial worth $1.68M as of Q2 2026.
IEQ Capital sold 35,634 MFA Financial shares in Q2 2026, an estimated $346K.
MFA Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #881 holding.
IEQ Capital first reported a position in MFA Financial in Q4 2019 and has held it in 13 quarters since.
IEQ Capital's MFA Financial position peaked at $2M in Q4 2025.
213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.