MFG
MFA

Merit Financial Group’s MFA Financial MFA Stock Holding History

Merit Financial 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
2026
Q2 		– Sell
-11,268
Closed -$108K – 2412
2026
Q1 		$108K Buy
11,268
+77
+0.7% +$759 ﹤0.01% 2004
2025
Q4 		$104K Buy
+11,191
New +$104K ﹤0.01% 1892
2021
Q1 		– Sell
-3,750
Closed -$58K – 239
2020
Q4 		$58K Hold
3,750
– – 0.01% 210
2020
Q3 		$40K Hold
3,750
– – ﹤0.01% 218
2020
Q2 		$37K Hold
3,750
– – ﹤0.01% 213
2020
Q1 		$23K Sell
3,750
-125
-3% -$3.33K ﹤0.01% 218
2019
Q4 		$119K Buy
+3,875
New +$118K 0.01% 227

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

Merit Financial Group's MFA Position: Q2 2026 in Review

Merit Financial Group sold out of MFA Financial (MFA) in Q2 2026, closing a stake of 11,268 shares — an estimated $108K sold.

Merit Financial Group first reported a position in MFA in Q4 2019 and held it in 7 quarters. The position peaked at $119K in Q4 2019. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Merit Financial Group reported no remaining MFA Financial position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 11,268 MFA Financial shares in Q2 2026, an estimated $108K.
  • Merit Financial Group first reported a position in MFA Financial in Q4 2019 and held it in 7 quarters.
  • Merit Financial Group's MFA Financial position peaked at $119K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.