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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
Q3 		$137K Buy
11,589
+165
+1% +$2.19K 0.1% 69
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Mallini Complete Financial Planning's EFC Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its Ellington Financial (EFC) stake by 1.4% in Q3 2026, buying an estimated $2.19K and bringing the position to 11,589 shares worth $137K. The position accounts for 0.1% of the portfolio, ranked #69.

Mallini Complete Financial Planning first reported a position in EFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $155K in Q2 2026. 12 funds tracked by Wall St. Rank hold EFC as of Q3 2026.

  • Mallini Complete Financial Planning held 11,589 shares of Ellington Financial worth $137K as of Q3 2026.
  • Mallini Complete Financial Planning bought 165 Ellington Financial shares in Q3 2026, an estimated $2.19K.
  • Ellington Financial made up 0.1% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #69 holding.
  • Mallini Complete Financial Planning first reported a position in Ellington Financial in Q4 2024 and has held it in 7 quarters since.
  • Mallini Complete Financial Planning's Ellington Financial position peaked at $155K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Ellington Financial as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.