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Chung Wu Investment Group’s Ellington Financial EFC Stock Holding History

Chung Wu Investment Group’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
Q2 		$8.17K Hold
600
– – 0.01% 238
2026
Q1 		$7.11K Hold
600
– – 0.01% 220
2025
Q4 		$8.15K Hold
600
– – 0.01% 222
2025
Q3 		$7.79K Hold
600
– – 0.01% 219
2025
Q2 		$7.79K Buy
+600
New +$7.63K 0.01% 216

Other funds holding EFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

Chung Wu Investment Group's EFC Position: Q2 2026 in Review

Chung Wu Investment Group held its Ellington Financial (EFC) position steady in Q2 2026 at 600 shares worth $8.17K. The position accounts for 0.01% of the portfolio, ranked #238.

Chung Wu Investment Group first reported a position in EFC in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Chung Wu Investment Group held 600 shares of Ellington Financial worth $8.17K as of Q2 2026.
  • Chung Wu Investment Group left its Ellington Financial share count unchanged in Q2 2026.
  • Ellington Financial made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #238 holding.
  • Chung Wu Investment Group first reported a position in Ellington Financial in Q2 2025 and has held it in 5 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.