RFP
MFA

Root Financial Partners’s MFA Financial MFA Stock Holding History

Root Financial Partners’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 		– Sell
-393
Closed -$3.77K – 2052
2026
Q1 		$3.77K Buy
+393
New +$3.87K ﹤0.01% 2061

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

Root Financial Partners's MFA Position: Q2 2026 in Review

Root Financial Partners sold out of MFA Financial (MFA) in Q2 2026, closing a stake of 393 shares — an estimated $3.77K sold.

Root Financial Partners first reported a position in MFA in Q1 2026 and held it in 1 quarter. The position peaked at $3.77K in Q1 2026. 212 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Root Financial Partners reported no remaining MFA Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 393 MFA Financial shares in Q2 2026, an estimated $3.77K.
  • Root Financial Partners first reported a position in MFA Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's MFA Financial position peaked at $3.77K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.