WANY
MFA

Wealthspire Advisors (New York)’s MFA Financial MFA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-386
Closed -$3.55K – 2136
2025
Q3 		$3.55K Buy
+386
New +$3.73K ﹤0.01% 2448

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s MFA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MFA Financial (MFA) in Q4 2025, closing a stake of 386 shares — an estimated $3.55K sold.

Wealthspire Advisors (New York) first reported a position in MFA in Q3 2025 and held it in 1 quarter. The position peaked at $3.55K in Q3 2025. 208 funds tracked by Wall St. Rank hold MFA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MFA Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 386 MFA Financial shares in Q4 2025, an estimated $3.55K.
  • Wealthspire Advisors (New York) first reported a position in MFA Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MFA Financial position peaked at $3.55K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held MFA Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.