PWMG
MFA

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
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 $6.73T 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

Private Wealth Management Group's MFA Position: Q2 2026 in Review

Private Wealth Management Group held its MFA Financial (MFA) position steady in Q2 2026 at 39 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Private Wealth Management Group first reported a position in MFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $497 in Q3 2024. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Private Wealth Management Group held 39 shares of MFA Financial worth $378 as of Q2 2026.
  • Private Wealth Management Group left its MFA Financial share count unchanged in Q2 2026.
  • MFA Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1413 holding.
  • Private Wealth Management Group first reported a position in MFA Financial in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's MFA Financial position peaked at $497 in Q3 2024.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.