AOCA
EFC

Angel Oak Capital Advisors’s Ellington Financial EFC Stock Holding History

Angel Oak Capital Advisors’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Hold
119,250
– – 1.57% 11
2025
Q4 		$1.62M Hold
119,250
– – 2.35% 8
2025
Q3 		$1.55M Hold
119,250
– – 1.22% 7
2025
Q2 		$1.55M Hold
119,250
– – 2.19% 11
2025
Q1 		$1.58M Hold
119,250
– – 2.11% 9
2024
Q4 		$1.45M Buy
+119,250
New +$1.47M 1.92% 8

Other funds holding EFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Angel Oak Capital Advisors's EFC Position: Q1 2026 in Review

Angel Oak Capital Advisors held its Ellington Financial (EFC) position steady in Q1 2026 at 119,250 shares worth $1.41M. The position accounts for 1.57% of the portfolio, ranked #11.

Angel Oak Capital Advisors first reported a position in EFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 237 funds tracked by Wall St. Rank hold EFC as of Q1 2026.

  • Angel Oak Capital Advisors held 119,250 shares of Ellington Financial worth $1.41M as of Q1 2026.
  • Angel Oak Capital Advisors left its Ellington Financial share count unchanged in Q1 2026.
  • Ellington Financial made up 1.57% of Angel Oak Capital Advisors's portfolio in Q1 2026, its #11 holding.
  • Angel Oak Capital Advisors first reported a position in Ellington Financial in Q4 2024 and has held it in 6 quarters since.
  • Angel Oak Capital Advisors's Ellington Financial position peaked at $1.62M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.