WJWM
MFA

Williams Jones Wealth Management’s MFA Financial MFA Stock Holding History

Williams Jones 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
Q4 		– Sell
-49,662
Closed -$456K – 531
2025
Q3 		$456K Sell
49,662
-1,000
-2% -$9.66K 0.01% 359
2025
Q2 		$479K Sell
50,662
-5,000
-9% -$47.2K 0.01% 357
2025
Q1 		$571K Sell
55,662
-18,400
-25% -$193K 0.01% 317
2024
Q4 		$755K Sell
74,062
-33,875
-31% -$389K 0.01% 279
2024
Q3 		$1.37M Sell
107,937
-2,300
-2% -$27.1K 0.02% 231
2024
Q2 		$1.17M Sell
110,237
-70,425
-39% -$758K 0.01% 241
2024
Q1 		$2.06M Sell
180,662
-63,924
-26% -$716K 0.03% 189
2023
Q4 		$2.76M Sell
244,586
-12,304
-5% -$124K 0.04% 163
2023
Q3 		$2.47M Sell
256,890
-4,274
-2% -$46.2K 0.04% 171
2023
Q2 		$2.94M Buy
261,164
+35,804
+16% +$381K 0.04% 165
2023
Q1 		$2.24M Sell
225,360
-21,946
-9% -$233K 0.04% 195
2022
Q4 		$2.44M Sell
247,306
-4,579
-2% -$46K 0.04% 187
2022
Q3 		$1.96M Sell
251,885
-1,270
-0.5% -$14.2K 0.03% 202
2022
Q2 		$2.72M Sell
253,155
-250,053
-50% -$3.37M 0.04% 187
2022
Q1 		$8.11M Sell
503,208
-5,650
-1% -$97.6K 0.11% 116
2021
Q4 		$9.28M Buy
508,858
+9,204
+2% +$168K 0.12% 108
2021
Q3 		$9.13M Buy
499,654
+50,686
+11% +$942K 0.13% 103
2021
Q2 		$8.24M Sell
448,968
-9,600
-2% -$170K 0.12% 110
2021
Q1 		$7.46M Sell
458,568
-8,794
-2% -$140K 0.12% 107
2020
Q4 		$7.27M Buy
467,362
+226,824
+94% +$3.06M 0.12% 104
2020
Q3 		$2.58M Sell
240,538
-16,406
-6% -$177K 0.05% 148
2020
Q2 		$2.56M Buy
256,944
+128,579
+100% +$995K 0.05% 144
2020
Q1 		$796K Sell
128,365
-98,763
-43% -$2.63M 0.02% 187
2019
Q4 		$6.95M Buy
227,128
+20,563
+10% +$628K 0.13% 99
2019
Q3 		$6.08M Buy
+206,565
New +$6.02M 0.12% 103

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 $1.88T AUM 44.46% 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 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Williams Jones Wealth Management's MFA Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of MFA Financial (MFA) in Q4 2025, closing a stake of 49,662 shares — an estimated $456K sold.

Williams Jones Wealth Management first reported a position in MFA in Q3 2019 and held it in 25 quarters. The position peaked at $9.28M in Q4 2021. 208 funds tracked by Wall St. Rank hold MFA as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining MFA Financial position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 49,662 MFA Financial shares in Q4 2025, an estimated $456K.
  • Williams Jones Wealth Management first reported a position in MFA Financial in Q3 2019 and held it in 25 quarters.
  • Williams Jones Wealth Management's MFA Financial position peaked at $9.28M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held MFA Financial as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.