PWPS
MFA

Pinnacle Wealth Planning Services’s MFA Financial MFA Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.48K Hold
153
– – ﹤0.01% 2527
2026
Q1 		$1.47K Sell
153
-250
-62% -$2.46K ﹤0.01% 2498
2025
Q4 		$3.75K Buy
+403
New +$3.75K ﹤0.01% 2348
2021
Q1 		– Sell
-94
Closed -$1K – 1291
2020
Q4 		$1K Buy
+94
New +$1.27K ﹤0.01% 2136

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

Pinnacle Wealth Planning Services's MFA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its MFA Financial (MFA) position steady in Q2 2026 at 153 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Pinnacle Wealth Planning Services first reported a position in MFA in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.75K in Q4 2025. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 153 shares of MFA Financial worth $1.48K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its MFA Financial share count unchanged in Q2 2026.
  • MFA Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2527 holding.
  • Pinnacle Wealth Planning Services first reported a position in MFA Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's MFA Financial position peaked at $3.75K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.