Aspect Partners’s Ellington Financial EFC Stock Holding History

Aspect Partners’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	–	Sell	-300	Closed	-$4.07K	–	721
2025 Q4	$4.07K	Hold	300	–	–	﹤0.01%	414
2025 Q3	$3.89K	Hold	300	–	–	﹤0.01%	450
2025 Q2	$3.9K	Hold	300	–	–	﹤0.01%	398
2025 Q1	$3.98K	Hold	300	–	–	﹤0.01%	363
2024 Q4	$3.64K	Buy	300 +100	+50%	+$1.24K	﹤0.01%	404
2024 Q3	$2.58K	Hold	200	–	–	﹤0.01%	424
2024 Q2	$2.42K	Buy	200 +25	+14%	+$295	﹤0.01%	442
2024 Q1	$2.07K	Buy	175 +25	+17%	+$301	﹤0.01%	450
2023 Q4	$1.91K	Buy	+150	New	+$1.9K	﹤0.01%	443

Other funds holding EFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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 New York $133B AUM 72.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspect Partners's EFC Position: Q1 2026 in Review

Aspect Partners sold out of Ellington Financial (EFC) in Q1 2026, closing a stake of 300 shares — an estimated $4.07K sold.

Aspect Partners first reported a position in EFC in Q4 2023 and held it in 9 quarters. The position peaked at $4.07K in Q4 2025. 237 funds tracked by Wall St. Rank hold EFC as of Q1 2026.

Aspect Partners reported no remaining Ellington Financial position as of Q1 2026 after selling out during the quarter.
Aspect Partners sold 300 Ellington Financial shares in Q1 2026, an estimated $4.07K.
Aspect Partners first reported a position in Ellington Financial in Q4 2023 and held it in 9 quarters.
Aspect Partners's Ellington Financial position peaked at $4.07K in Q4 2025.
237 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2026.

Based on Aspect Partners's 13F filing for Q1 2026, filed 2 Apr 2026.