IA
EFC

IFP Advisors’s Ellington Financial EFC Stock Holding History

IFP 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 		$885 Sell
65
-17
-21% -$225 ﹤0.01% 4534
2026
Q1 		$972 Sell
82
-14
-15% -$178 ﹤0.01% 4224
2025
Q4 		$1.3K Sell
96
-12
-11% -$163 ﹤0.01% 3983
2025
Q3 		$1.4K Buy
108
+86
+391% +$1.15K ﹤0.01% 3818
2025
Q2 		$1.4K Buy
+22
New +$280 ﹤0.01% 4064
2025
Q1 		– Hold
0
– – – 3380
2024
Q4 		– Sell
-465
Closed -$5.75K – 3348
2024
Q3 		$5.99K Sell
465
-13,336
-97% -$172K ﹤0.01% 2608
2024
Q2 		$167K Sell
13,801
-764
-5% -$9K 0.01% 1129
2024
Q1 		$172K Sell
14,565
-1,032
-7% -$12.4K 0.01% 1072
2023
Q4 		$198K Sell
15,597
-256
-2% -$3.25K 0.01% 949
2023
Q3 		$198K Sell
15,853
-1,567
-9% -$20.9K 0.01% 970
2023
Q2 		$240K Sell
17,420
-575
-3% -$7.33K 0.01% 934
2023
Q1 		$312K Buy
17,995
+15,179
+539% +$196K 0.01% 759
2022
Q4 		$50K Sell
2,816
-890
-24% -$11.6K ﹤0.01% 2249
2022
Q3 		$65K Hold
3,706
– – ﹤0.01% 2175
2022
Q2 		$65K Hold
3,706
– – ﹤0.01% 1979
2022
Q1 		$65K Buy
3,706
+2,236
+152% +$39.4K ﹤0.01% 1979
2021
Q4 		$26K Buy
1,470
+575
+64% +$10.2K ﹤0.01% 1827
2021
Q3 		$17K Buy
+895
New +$16.4K ﹤0.01% 2047
2021
Q1 		– Sell
-4,156
Closed -$65.5K – 3057
2020
Q4 		$61K Buy
+4,156
New +$57.8K ﹤0.01% 1354
2018
Q2 		– Sell
-1,000
Closed -$15K – 3917
2018
Q1 		$15K Hold
1,000
– – ﹤0.01% 2556
2017
Q4 		$15K Hold
1,000
– – ﹤0.01% 2593
2017
Q3 		$16K Hold
1,000
– – ﹤0.01% 2744
2017
Q2 		$16K Hold
1,000
– – ﹤0.01% 2704
2017
Q1 		$16K Hold
1,000
– – ﹤0.01% 2634
2016
Q4 		$16K Hold
1,000
– – ﹤0.01% 2604
2016
Q3 		$17K Hold
1,000
– – ﹤0.01% 2499
2016
Q2 		$17K Buy
+1,000
New +$17.3K ﹤0.01% 2436

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

IFP Advisors's EFC Position: Q2 2026 in Review

IFP Advisors reduced its Ellington Financial (EFC) stake by 21% in Q2 2026, selling an estimated $225 and leaving 65 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #4534.

IFP Advisors first reported a position in EFC in Q2 2016 and has held it in 27 quarters since. The position peaked at $312K in Q1 2023. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • IFP Advisors held 65 shares of Ellington Financial worth $885 as of Q2 2026.
  • IFP Advisors sold 17 Ellington Financial shares in Q2 2026, an estimated $225.
  • Ellington Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4534 holding.
  • IFP Advisors first reported a position in Ellington Financial in Q2 2016 and has held it in 27 quarters since.
  • IFP Advisors's Ellington Financial position peaked at $312K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.