Position in MFA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$261,630
+$31,710 QoQ
Shares Held
27,000
+12.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 211 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFA Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,547,227 across 4 REIT - Mortgage names. MFA ranks #3 (16.9% of the industry book) .
All Filings in MFA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,630 | 27,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $229,920 | 24,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $223,440 | 24,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $192,990 | 21,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $198,660 | 21,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $215,460 | 21,000 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $427,980 | 42,000 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $191,520 | 18,000 | Shares | Sole | 2024-07-09 | |
| 2023-09-30 | $144,150 | 15,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $168,600 | 15,000 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||