Kozak & Associates’s MFA Financial MFA Stock Holding History

Kozak & Associates’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 Q3	–	Sell	-1,147	Closed	-$11.1K	–	479
2025 Q2	$11.1K	Buy	1,147 +42	+4%	+$397	﹤0.01%	235
2025 Q1	$9.53K	Buy	1,105 +35	+3%	+$366	﹤0.01%	227
2024 Q4	$11.1K	Buy	1,070 +29	+3%	+$333	﹤0.01%	228
2024 Q3	$13.2K	Buy	1,041 +32	+3%	+$377	﹤0.01%	215
2024 Q2	$10.6K	Hold	1,009	–	–	﹤0.01%	218
2024 Q1	$11.1K	Buy	1,009 +62	+7%	+$695	﹤0.01%	226
2023 Q4	$10.9K	Buy	947 +35	+4%	+$354	﹤0.01%	228
2023 Q3	$7.97K	Buy	912 +28	+3%	+$303	﹤0.01%	252
2023 Q2	$9.88K	Buy	884 +28	+3%	+$298	﹤0.01%	230
2023 Q1	$8.49K	Buy	856 +24	+3%	+$255	﹤0.01%	240
2022 Q4	$8K	Buy	832 +35	+4%	+$352	﹤0.01%	244
2022 Q3	$7K	Buy	797 +26	+3%	+$290	﹤0.01%	246
2022 Q2	$8K	Buy	771 +23	+3%	+$310	0.01%	252
2022 Q1	$12K	Hold	748	–	–	0.01%	238
2021 Q4	$12K	Buy	748 +17	+2%	+$310	0.01%	238
2021 Q3	$13K	Buy	+731	New	+$13.6K	0.01%	224

Other funds holding MFA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kozak & Associates's MFA Position: Q3 2025 in Review

Kozak & Associates sold out of MFA Financial (MFA) in Q3 2025, closing a stake of 1,147 shares — an estimated $11.1K sold.

Kozak & Associates first reported a position in MFA in Q3 2021 and held it in 16 quarters. The position peaked at $13.2K in Q3 2024. 207 funds tracked by Wall St. Rank hold MFA as of Q3 2025.

Kozak & Associates reported no remaining MFA Financial position as of Q3 2025 after selling out during the quarter.
Kozak & Associates sold 1,147 MFA Financial shares in Q3 2025, an estimated $11.1K.
Kozak & Associates first reported a position in MFA Financial in Q3 2021 and held it in 16 quarters.
Kozak & Associates's MFA Financial position peaked at $13.2K in Q3 2024.
207 funds tracked by Wall St. Rank held MFA Financial as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.