PWMG
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Private Wealth Management Group’s MFA Financial MFA Stock Holding History

Private Wealth Management 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
Q3 		– Sell
-39
Closed -$378 – 1546
2026
Q2 		$378 Hold
39
– – ﹤0.01% 1413
2026
Q1 		$374 Hold
39
– – ﹤0.01% 1385
2025
Q4 		$364 Hold
39
– – ﹤0.01% 1421
2025
Q3 		$359 Hold
39
– – ﹤0.01% 1438
2025
Q2 		$369 Hold
39
– – ﹤0.01% 1439
2025
Q1 		$401 Hold
39
– – ﹤0.01% 1426
2024
Q4 		$398 Hold
39
– – ﹤0.01% 1463
2024
Q3 		$497 Hold
39
– – ﹤0.01% 1427
2024
Q2 		$415 Hold
39
– – ﹤0.01% 1472
2024
Q1 		$445 Hold
39
– – ﹤0.01% 1464
2023
Q4 		$440 Buy
+39
New +$394 ﹤0.01% 1480

Other funds holding MFA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Private Wealth Management Group's MFA Position: Q3 2026 in Review

Private Wealth Management Group sold out of MFA Financial (MFA) in Q3 2026, closing a stake of 39 shares — an estimated $378 sold.

Private Wealth Management Group first reported a position in MFA in Q4 2023 and held it in 11 quarters. The position peaked at $497 in Q3 2024. 157 funds tracked by Wall St. Rank hold MFA as of Q3 2026.

  • Private Wealth Management Group reported no remaining MFA Financial position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 39 MFA Financial shares in Q3 2026, an estimated $378.
  • Private Wealth Management Group first reported a position in MFA Financial in Q4 2023 and held it in 11 quarters.
  • Private Wealth Management Group's MFA Financial position peaked at $497 in Q3 2024.
  • 157 funds tracked by Wall St. Rank held MFA Financial as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.