EverSource Wealth Advisors’s Ellington Financial EFC Stock Holding History

EverSource Wealth 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 Q2	$9.05K	Buy	665 +354	+114%	+$4.69K	﹤0.01%	2960
2026 Q1	$3.69K	Sell	311 -308	-50%	-$3.92K	﹤0.01%	3403
2025 Q4	$8.41K	Sell	619 -440	-42%	-$5.99K	﹤0.01%	2884
2025 Q3	$13.7K	Sell	1,059 -172	-14%	-$2.29K	﹤0.01%	2627
2025 Q2	$16K	Buy	1,231 +615	+100%	+$7.82K	﹤0.01%	2469
2025 Q1	$8.17K	Buy	616 +207	+51%	+$2.68K	﹤0.01%	2226
2024 Q4	$4.96K	Buy	409 +240	+142%	+$2.96K	﹤0.01%	2352
2024 Q3	$2.18K	Hold	169	–	–	﹤0.01%	2522
2024 Q2	$2.15K	Hold	169	–	–	﹤0.01%	2530
2024 Q1	$1.93K	Sell	169 -101	-37%	-$1.21K	﹤0.01%	2397
2023 Q4	$3.43K	Hold	270	–	–	﹤0.01%	2003
2023 Q3	$3.37K	Hold	270	–	–	﹤0.01%	1850
2023 Q2	$3.73K	Buy	+270	New	+$3.44K	﹤0.01%	1841
2022 Q2	–	Sell	-315	Closed	-$5K	–	1759
2022 Q1	$5K	Hold	315	–	–	﹤0.01%	1235
2021 Q4	$5K	Buy	+315	New	+$5.6K	﹤0.01%	1251

Other funds holding EFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EverSource Wealth Advisors's EFC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ellington Financial (EFC) stake by 114% in Q2 2026, buying an estimated $4.69K and bringing the position to 665 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

EverSource Wealth Advisors first reported a position in EFC in Q4 2021 and has held it in 15 quarters since. The position peaked at $16K in Q2 2025. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

EverSource Wealth Advisors held 665 shares of Ellington Financial worth $9.05K as of Q2 2026.
EverSource Wealth Advisors bought 354 Ellington Financial shares in Q2 2026, an estimated $4.69K.
Ellington Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2960 holding.
EverSource Wealth Advisors first reported a position in Ellington Financial in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's Ellington Financial position peaked at $16K in Q2 2025.
248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.