FP
EFC

Financial Perspectives’s Ellington Financial EFC Stock Holding History

Financial Perspectives’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
2025
Q4 		– Sell
-535
Closed -$6.94K – 725
2025
Q3 		$6.94K Hold
535
– – ﹤0.01% 553
2025
Q2 		$6.95K Hold
535
– – ﹤0.01% 545
2025
Q1 		$7.09K Hold
535
– – ﹤0.01% 538
2024
Q4 		$6.48K Buy
+535
New +$6.61K ﹤0.01% 549

Other funds holding EFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Perspectives's EFC Position: Q4 2025 in Review

Financial Perspectives sold out of Ellington Financial (EFC) in Q4 2025, closing a stake of 535 shares — an estimated $6.94K sold.

Financial Perspectives first reported a position in EFC in Q4 2024 and held it in 4 quarters. The position peaked at $7.09K in Q1 2025. 250 funds tracked by Wall St. Rank hold EFC as of Q4 2025.

  • Financial Perspectives reported no remaining Ellington Financial position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 535 Ellington Financial shares in Q4 2025, an estimated $6.94K.
  • Financial Perspectives first reported a position in Ellington Financial in Q4 2024 and held it in 4 quarters.
  • Financial Perspectives's Ellington Financial position peaked at $7.09K in Q1 2025.
  • 250 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.