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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

MFA holding history

Mfa Financial, Inc. in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MFA overviewAll 13F holders of MFAFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2022
Holdings of MFA by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−10,072−100.0%Sold outHolders
Q4 202310,072$111.0K0.1%00.0%UnchangedHolders
Q3 202310,072$86.2K<0.1%−50−0.5%ReducedHolders
Q2 202310,122$111.2K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202211,459$130.7K0.1%−3,200−21.8%ReducedHolders
Q3 202214,659$114.0K<0.1%−2,857−16.3%ReducedHolders
Q2 202217,516$188.0K0.1%+12,404+242.6%AddedConverted for a 1-for-4 splitHolders
Q1 202220,450$82.0K<0.1%+20,450NewHolders