IAA
MFA

Independent Advisor Alliance’s MFA Financial MFA Stock Holding History

Independent Advisor Alliance’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 		$2.26M Sell
233,109
-3,301
-1% -$32K 0.05% 253
2026
Q1 		$2.26M Buy
236,410
+11,113
+5% +$110K 0.02% 520
2025
Q4 		$2.1M Buy
225,297
+21,956
+11% +$204K 0.05% 298
2025
Q3 		$1.87M Buy
203,341
+9,348
+5% +$90.3K 0.05% 313
2025
Q2 		$1.84M Buy
193,993
+5,474
+3% +$51.7K 0.05% 297
2025
Q1 		$1.93M Buy
188,519
+14,336
+8% +$150K 0.06% 257
2024
Q4 		$1.77M Buy
174,183
+1,224
+0.7% +$14.1K 0.02% 542
2024
Q3 		$2.2M Sell
172,959
-8,093
-4% -$95.5K 0.08% 212
2024
Q2 		$1.93M Buy
181,052
+12,450
+7% +$134K 0.07% 226
2024
Q1 		$1.92M Buy
168,602
+32,079
+23% +$359K 0.07% 226
2023
Q4 		$1.54M Buy
136,523
+25,665
+23% +$259K 0.06% 246
2023
Q3 		$1.07M Buy
110,858
+37,954
+52% +$411K 0.05% 288
2023
Q2 		$819K Buy
72,904
+6,242
+9% +$66.4K 0.04% 328
2023
Q1 		$661K Buy
66,662
+6,227
+10% +$66.1K 0.03% 362
2022
Q4 		$595 Sell
60,435
-9,600
-14% -$96.5K ﹤0.01% 337
2022
Q3 		$545K Buy
70,035
+3,290
+5% +$36.8K 0.03% 352
2022
Q2 		$718K Sell
66,745
-32,627
-33% -$439K 0.04% 315
2022
Q1 		$1.6M Sell
99,372
-51,531
-34% -$890K 0.08% 217
2021
Q4 		$2.75M Buy
150,903
+1,983
+1% +$36.1K 0.14% 126
2021
Q3 		$2.72M Sell
148,920
-6
-0% -$111 0.15% 127
2021
Q2 		$2.73M Buy
148,926
+4,999
+3% +$88.4K 0.15% 139
2021
Q1 		$2.34M Buy
143,927
+19,535
+16% +$311K 0.14% 139
2020
Q4 		$1.94M Buy
124,392
+26,004
+26% +$351K 0.13% 137
2020
Q3 		$1.05M Buy
98,388
+24,913
+34% +$268K 0.08% 177
2020
Q2 		$732K Buy
+73,475
New +$569K 0.08% 205

Other funds holding MFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Advisor Alliance's MFA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its MFA Financial (MFA) stake by 1.4% in Q2 2026, selling an estimated $32K and leaving 233,109 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #253.

Independent Advisor Alliance first reported a position in MFA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.75M in Q4 2021. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Independent Advisor Alliance held 233,109 shares of MFA Financial worth $2.26M as of Q2 2026.
  • Independent Advisor Alliance sold 3,301 MFA Financial shares in Q2 2026, an estimated $32K.
  • MFA Financial made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #253 holding.
  • Independent Advisor Alliance first reported a position in MFA Financial in Q2 2020 and has held it in 25 quarters since.
  • Independent Advisor Alliance's MFA Financial position peaked at $2.75M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.