MCFP
EFC

Mallini Complete Financial Planning’s Ellington Financial EFC Stock Holding History

Mallini Complete Financial Planning’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 		$155K Buy
11,424
+155
+1% +$2.05K 0.11% 67
2026
Q1 		$134K Buy
11,269
+163
+1% +$2.07K 0.11% 58
2025
Q4 		$151K Buy
+11,106
New +$151K 0.12% 59
2025
Q3 		– Sell
-10,816
Closed -$141K – 61
2025
Q2 		$141K Buy
10,816
+145
+1% +$1.84K 0.18% 58
2025
Q1 		$142K Buy
10,671
+138
+1% +$1.78K 0.14% 57
2024
Q4 		$128K Buy
+10,533
New +$130K 0.12% 60

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

Mallini Complete Financial Planning's EFC Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Ellington Financial (EFC) stake by 1.4% in Q2 2026, buying an estimated $2.05K and bringing the position to 11,424 shares worth $155K. The position accounts for 0.11% of the portfolio, ranked #67.

Mallini Complete Financial Planning first reported a position in EFC in Q4 2024 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Mallini Complete Financial Planning held 11,424 shares of Ellington Financial worth $155K as of Q2 2026.
  • Mallini Complete Financial Planning bought 155 Ellington Financial shares in Q2 2026, an estimated $2.05K.
  • Ellington Financial made up 0.11% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Mallini Complete Financial Planning first reported a position in Ellington Financial in Q4 2024 and has held it in 6 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.