Jones Financial Companies
EFC

Jones Financial Companies’s Ellington Financial EFC Stock Holding History

Jones Financial Companies’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 		$30.3K Buy
2,233
+1,766
+378% +$23.4K ﹤0.01% 3327
2026
Q1 		$5.4K Buy
467
+197
+73% +$2.51K ﹤0.01% 3804
2025
Q4 		$3.67K Buy
270
+104
+63% +$1.42K ﹤0.01% 3625
2025
Q3 		$2.18K Hold
166
– – ﹤0.01% 3659
2025
Q2 		$2.15K Buy
+166
New +$2.11K ﹤0.01% 3451

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

Jones Financial Companies's EFC Position: Q2 2026 in Review

Jones Financial Companies increased its Ellington Financial (EFC) stake by 378% in Q2 2026, buying an estimated $23.4K and bringing the position to 2,233 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

Jones Financial Companies first reported a position in EFC in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Jones Financial Companies held 2,233 shares of Ellington Financial worth $30.3K as of Q2 2026.
  • Jones Financial Companies bought 1,766 Ellington Financial shares in Q2 2026, an estimated $23.4K.
  • Ellington Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3327 holding.
  • Jones Financial Companies first reported a position in Ellington Financial in Q2 2025 and has held it in 5 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.