Root Financial Partners
MFA icon

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
Q3 		$848 Buy
+108
New +$966 ﹤0.01% 3022
2026
Q2 		– Sell
-393
Closed -$3.76K – 2052
2026
Q1 		$3.76K Buy
+393
New +$3.87K ﹤0.01% 2061

Other funds holding MFA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return

Root Financial Partners's MFA Position: Q3 2026 in Review

Root Financial Partners opened a new position in MFA Financial (MFA) in Q3 2026: 108 shares worth $848. The stake represents ﹤0.01% of the portfolio and ranks #3022 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MFA as recently as Q1 2026.

Root Financial Partners first reported a position in MFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.76K in Q1 2026. 102 funds tracked by Wall St. Rank hold MFA as of Q3 2026.

  • Root Financial Partners held 108 shares of MFA Financial worth $848 as of Q3 2026.
  • MFA Financial was a new Root Financial Partners position in Q3 2026.
  • MFA Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3022 holding.
  • Root Financial Partners first reported a position in MFA Financial in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's MFA Financial position peaked at $3.76K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held MFA Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.