TWD
MFA

True Wealth Design’s MFA Financial MFA Stock Holding History

True Wealth Design’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 		$3.91K Hold
403
– – ﹤0.01% 1435
2026
Q1 		$3.86K Sell
403
-12
-3% -$118 ﹤0.01% 1303
2025
Q4 		$3.86K Sell
415
-341
-45% -$3.18K ﹤0.01% 1197
2025
Q3 		$6.95K Buy
+756
New +$7.3K ﹤0.01% 961
2025
Q2 		– Sell
-17
Closed -$175 – 2725
2025
Q1 		$175 Buy
+17
New +$178 ﹤0.01% 2012

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

True Wealth Design's MFA Position: Q2 2026 in Review

True Wealth Design held its MFA Financial (MFA) position steady in Q2 2026 at 403 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

True Wealth Design first reported a position in MFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.95K in Q3 2025. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • True Wealth Design held 403 shares of MFA Financial worth $3.91K as of Q2 2026.
  • True Wealth Design left its MFA Financial share count unchanged in Q2 2026.
  • MFA Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1435 holding.
  • True Wealth Design first reported a position in MFA Financial in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's MFA Financial position peaked at $6.95K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.