Kingswood Wealth Advisors’s MFA Financial MFA Stock Holding History

Kingswood 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	$262K	Buy	27,000 +3,000	+13%	+$29.1K	0.01%	836
2026 Q1	$230K	Hold	24,000	–	–	0.01%	829
2025 Q4	$223K	Buy	24,000 +3,000	+14%	+$27.9K	0.01%	780
2025 Q3	$193K	Hold	21,000	–	–	0.01%	765
2025 Q2	$199K	Hold	21,000	–	–	0.02%	709
2025 Q1	$217K	Sell	21,000 -21,000	-50%	-$220K	0.02%	659
2024 Q4	$428K	Buy	+42,000	New	+$482K	0.03%	490
2024 Q3	–	Sell	-18,000	Closed	-$192K	–	718
2024 Q2	$192K	Buy	+18,000	New	+$194K	0.02%	633
2023 Q4	–	Sell	-15,000	Closed	-$131K	–	660
2023 Q3	$131K	Hold	15,000	–	–	0.02%	395
2023 Q2	$169K	Buy	+15,000	New	+$160K	0.05%	255

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

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

Kingswood Wealth Advisors increased its MFA Financial (MFA) stake by 13% in Q2 2026, buying an estimated $29.1K and bringing the position to 27,000 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #836.

Kingswood Wealth Advisors first reported a position in MFA in Q2 2023 and has held it in 10 quarters since. The position peaked at $428K in Q4 2024. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

Kingswood Wealth Advisors held 27,000 shares of MFA Financial worth $262K as of Q2 2026.
Kingswood Wealth Advisors bought 3,000 MFA Financial shares in Q2 2026, an estimated $29.1K.
MFA Financial made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #836 holding.
Kingswood Wealth Advisors first reported a position in MFA Financial in Q2 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's MFA Financial position peaked at $428K in Q4 2024.
213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.