VWM
MFA

Venturi Wealth Management’s MFA Financial MFA Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-906
Closed -$9.23K – 1328
2024
Q4 		$9.23K Buy
+906
New +$10.4K ﹤0.01% 1452

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Venturi Wealth Management's MFA Position: Q1 2025 in Review

Venturi Wealth Management sold out of MFA Financial (MFA) in Q1 2025, closing a stake of 906 shares — an estimated $9.23K sold.

Venturi Wealth Management first reported a position in MFA in Q4 2024 and held it in 1 quarter. The position peaked at $9.23K in Q4 2024. 192 funds tracked by Wall St. Rank hold MFA as of Q1 2025.

  • Venturi Wealth Management reported no remaining MFA Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 906 MFA Financial shares in Q1 2025, an estimated $9.23K.
  • Venturi Wealth Management first reported a position in MFA Financial in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's MFA Financial position peaked at $9.23K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held MFA Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.