CA
EFC

Clearstead Advisors’s Ellington Financial EFC Stock Holding History

Clearstead 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 		– Sell
-10
Closed -$136 – 2424
2025
Q4 		$136 Hold
10
– – ﹤0.01% 2473
2025
Q3 		$130 Buy
+10
New +$133 ﹤0.01% 2905

Other funds holding EFC

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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

Clearstead Advisors's EFC Position: Q1 2026 in Review

Clearstead Advisors sold out of Ellington Financial (EFC) in Q1 2026, closing a stake of 10 shares — an estimated $136 sold.

Clearstead Advisors first reported a position in EFC in Q3 2025 and held it in 2 quarters. The position peaked at $136 in Q4 2025. 237 funds tracked by Wall St. Rank hold EFC as of Q1 2026.

  • Clearstead Advisors reported no remaining Ellington Financial position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 10 Ellington Financial shares in Q1 2026, an estimated $136.
  • Clearstead Advisors first reported a position in Ellington Financial in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Ellington Financial position peaked at $136 in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.