High Point Wealth Management
EFC icon

High Point Wealth Management’s Ellington Financial EFC Stock Holding History

High Point Wealth Management’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
Q3 		$6.47K Buy
547
+16
+3% +$212 0.01% 254
2026
Q2 		$7.23K Buy
531
+15
+3% +$199 0.01% 227
2026
Q1 		$6.11K Buy
516
+16
+3% +$204 0.01% 227
2025
Q4 		$6.79K Buy
+500
New +$6.8K 0.01% 222

Other funds holding EFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

High Point Wealth Management's EFC Position: Q3 2026 in Review

High Point Wealth Management increased its Ellington Financial (EFC) stake by 3% in Q3 2026, buying an estimated $212 and bringing the position to 547 shares worth $6.47K. The position accounts for 0.01% of the portfolio, ranked #254.

High Point Wealth Management first reported a position in EFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.23K in Q2 2026. 105 funds tracked by Wall St. Rank hold EFC as of Q3 2026.

  • High Point Wealth Management held 547 shares of Ellington Financial worth $6.47K as of Q3 2026.
  • High Point Wealth Management bought 16 Ellington Financial shares in Q3 2026, an estimated $212.
  • Ellington Financial made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #254 holding.
  • High Point Wealth Management first reported a position in Ellington Financial in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Ellington Financial position peaked at $7.23K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Ellington Financial as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.