SAM
MFA

Simplify Asset Management’s MFA Financial MFA Stock Holding History

Simplify Asset Management’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 		$1.63M Sell
167,746
-41,254
-20% -$400K 0.02% 67
2026
Q1 		$2M Buy
209,000
+6,500
+3% +$64.1K 0.03% 53
2025
Q4 		$1.89M Buy
+202,500
New +$1.89M 0.03% 66

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

Simplify Asset Management's MFA Position: Q2 2026 in Review

Simplify Asset Management reduced its MFA Financial (MFA) stake by 20% in Q2 2026, selling an estimated $400K and leaving 167,746 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #67.

Simplify Asset Management first reported a position in MFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q1 2026. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Simplify Asset Management held 167,746 shares of MFA Financial worth $1.63M as of Q2 2026.
  • Simplify Asset Management sold 41,254 MFA Financial shares in Q2 2026, an estimated $400K.
  • MFA Financial made up 0.02% of Simplify Asset Management's portfolio in Q2 2026, its #67 holding.
  • Simplify Asset Management first reported a position in MFA Financial in Q4 2025 and has held it in 3 quarters since.
  • Simplify Asset Management's MFA Financial position peaked at $2M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.