CPG
EFC

Cornerstone Planning Group’s Ellington Financial EFC Stock Holding History

Cornerstone Planning 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 		$753 Hold
56
– – ﹤0.01% 1572
2026
Q1 		$735 Hold
56
– – ﹤0.01% 1547
2025
Q4 		$748 Hold
56
– – ﹤0.01% 1415
2025
Q3 		$750 Hold
56
– – ﹤0.01% 1380
2025
Q2 		$724 Hold
56
– – ﹤0.01% 1190
2025
Q1 		$708 Hold
56
– – ﹤0.01% 1209
2024
Q4 		$707 Hold
56
– – ﹤0.01% 1043
2024
Q3 		$700 Hold
56
– – ﹤0.01% 1023
2024
Q2 		$675 Hold
56
– – ﹤0.01% 1029
2024
Q1 		$653 Buy
+56
New +$673 ﹤0.01% 866

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's EFC Position: Q2 2026 in Review

Cornerstone Planning Group held its Ellington Financial (EFC) position steady in Q2 2026 at 56 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Cornerstone Planning Group first reported a position in EFC in Q1 2024 and has held it in 10 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Cornerstone Planning Group held 56 shares of Ellington Financial worth $753 as of Q2 2026.
  • Cornerstone Planning Group left its Ellington Financial share count unchanged in Q2 2026.
  • Ellington Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1572 holding.
  • Cornerstone Planning Group first reported a position in Ellington Financial in Q1 2024 and has held it in 10 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.