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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return