PlanVest Financial’s MFA Financial MFA Stock Holding History

PlanVest Financial’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	$4.28K	Hold	442	–	–	﹤0.01%	474
2026 Q1	$4.23K	Buy	+442	New	+$4.36K	﹤0.01%	440

Other funds holding MFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PlanVest Financial's MFA Position: Q2 2026 in Review

PlanVest Financial held its MFA Financial (MFA) position steady in Q2 2026 at 442 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

PlanVest Financial first reported a position in MFA in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

PlanVest Financial held 442 shares of MFA Financial worth $4.28K as of Q2 2026.
PlanVest Financial left its MFA Financial share count unchanged in Q2 2026.
MFA Financial made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #474 holding.
PlanVest Financial first reported a position in MFA Financial in Q1 2026 and has held it in 2 quarters since.
207 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.