MG
MFA

Mather Group’s MFA Financial MFA Stock Holding History

Mather Group’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
Q1 		– Sell
-239
Closed -$2.44K – 1834
2024
Q4 		$2.44K Buy
239
+22
+10% +$253 ﹤0.01% 1504
2024
Q3 		$2.76K Sell
217
-1,851
-90% -$21.8K ﹤0.01% 1417
2024
Q2 		$23.6K Buy
2,068
+1,911
+1,217% +$20.6K ﹤0.01% 1230
2024
Q1 		$1.77K Buy
+157
New +$1.76K ﹤0.01% 1560

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mather Group's MFA Position: Q1 2025 in Review

Mather Group sold out of MFA Financial (MFA) in Q1 2025, closing a stake of 239 shares — an estimated $2.44K sold.

Mather Group first reported a position in MFA in Q1 2024 and held it in 4 quarters. The position peaked at $23.6K in Q2 2024. 192 funds tracked by Wall St. Rank hold MFA as of Q1 2025.

  • Mather Group reported no remaining MFA Financial position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 239 MFA Financial shares in Q1 2025, an estimated $2.44K.
  • Mather Group first reported a position in MFA Financial in Q1 2024 and held it in 4 quarters.
  • Mather Group's MFA Financial position peaked at $23.6K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held MFA Financial as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.