HPWM
EFC

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

High Point Wealth Management's EFC Position: Q2 2026 in Review

High Point Wealth Management increased its Ellington Financial (EFC) stake by 2.9% in Q2 2026, buying an estimated $199 and bringing the position to 531 shares worth $7.23K. The position accounts for 0.01% of the portfolio, ranked #227.

High Point Wealth Management first reported a position in EFC in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • High Point Wealth Management held 531 shares of Ellington Financial worth $7.23K as of Q2 2026.
  • High Point Wealth Management bought 15 Ellington Financial shares in Q2 2026, an estimated $199.
  • Ellington Financial made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #227 holding.
  • High Point Wealth Management first reported a position in Ellington Financial in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.