Cerity Partners
EFC

Cerity Partners’s Ellington Financial EFC Stock Holding History

Cerity 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
-15,305
Closed -$208K – 3289
2025
Q4 		$208K Buy
+15,305
New +$208K ﹤0.01% 2620
2024
Q4 		– Sell
-13,148
Closed -$169K – 2473
2024
Q3 		$169K Buy
+13,148
New +$170K ﹤0.01% 2356
2023
Q2 		– Sell
-244
Closed -$559K – 1733
2023
Q1 		$559K Buy
+244
New +$3.15K ﹤0.01% 1242

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cerity Partners's EFC Position: Q1 2026 in Review

Cerity Partners sold out of Ellington Financial (EFC) in Q1 2026, closing a stake of 15,305 shares — an estimated $208K sold.

Cerity Partners first reported a position in EFC in Q1 2023 and held it in 3 quarters. The position peaked at $559K in Q1 2023. 237 funds tracked by Wall St. Rank hold EFC as of Q1 2026.

  • Cerity Partners reported no remaining Ellington Financial position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 15,305 Ellington Financial shares in Q1 2026, an estimated $208K.
  • Cerity Partners first reported a position in Ellington Financial in Q1 2023 and held it in 3 quarters.
  • Cerity Partners's Ellington Financial position peaked at $559K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.