MHS
MFA

M Holdings Securities’s MFA Financial MFA Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-15,753
Closed -$156K – 358
2023
Q1 		$156K Sell
15,753
-466
-3% -$4.95K 0.02% 445
2022
Q4 		$160K Sell
16,219
-572
-3% -$5.75K 0.02% 429
2022
Q3 		$131K Sell
16,791
-374
-2% -$4.18K 0.01% 418
2022
Q2 		$185K Sell
17,165
-47
-0.3% -$633 0.02% 413
2022
Q1 		$277K Buy
+17,212
New +$297K 0.02% 409
2021
Q2 		$348K Buy
18,940
+294
+2% +$5.2K 0.03% 214
2021
Q1 		$304K Sell
18,646
-656
-3% -$10.4K 0.03% 380
2020
Q4 		$300K Sell
19,302
-137
-0.7% -$1.85K 0.04% 175
2020
Q3 		$208K Sell
19,439
-1,502
-7% -$16.2K 0.03% 156
2020
Q2 		$209K Buy
+20,941
New +$162K 0.04% 163

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

M Holdings Securities's MFA Position: Q2 2023 in Review

M Holdings Securities sold out of MFA Financial (MFA) in Q2 2023, closing a stake of 15,753 shares — an estimated $156K sold.

M Holdings Securities first reported a position in MFA in Q2 2020 and held it in 10 quarters. The position peaked at $348K in Q2 2021. 173 funds tracked by Wall St. Rank hold MFA as of Q2 2023.

  • M Holdings Securities reported no remaining MFA Financial position as of Q2 2023 after selling out during the quarter.
  • M Holdings Securities sold 15,753 MFA Financial shares in Q2 2023, an estimated $156K.
  • M Holdings Securities first reported a position in MFA Financial in Q2 2020 and held it in 10 quarters.
  • M Holdings Securities's MFA Financial position peaked at $348K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held MFA Financial as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.