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MFA WEALTH ADVISORS, LLC → STT-PG

MFA WEALTH ADVISORS, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
13
Latest value
$29M
Q3 2026
Peak value
$45.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$21.2M
Q3 2025$9.4M
Q4 2025$22.5M
Q4 2025$10.8M
Q1 2026$24.6M
Q1 2026$10.9M
Q2 2026$8.2M
Q2 2026$14.6M
Q2 2026$28.7M
Q2 2026$630K
Q3 2026$45.9M
Q3 2026$14.1M
Q3 2026$29M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29M940.6K——
Q3 2026$14.1M89.7K——
Q3 2026$45.9M1.42M——
Q2 2026$630K4.0K——
Q2 2026$28.7M930.0K——
Q2 2026$14.6M92.0K——
Q2 2026$8.2M245.4K——
Q1 2026$10.9M74.2K——
Q1 2026$24.6M800.2K——
Q4 2025$10.8M69.7K——
Q4 2025$22.5M732.8K——
Q3 2025$9.4M67.2K——
Q3 2025$21.2M688.0K——

Other funds holding STT-PG

Other MFA WEALTH ADVISORS, LLC positions

ETHA

ISHARES TR

$54.2M
ETHA

ISHARES TR

$51.5M
VGES

VANGUARD INDEX FDS

$49.4M
VGES

VANGUARD INDEX FDS

$49M
VGES

VANGUARD BD INDEX FDS

$47.5M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD BD INDEX FDS

$46.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.1M