MPWT
EFC

MassMutual Private Wealth & Trust’s Ellington Financial EFC Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.1K Buy
301
+206
+217% +$2.73K ﹤0.01% 1757
2026
Q1 		$1.13K Sell
95
-319
-77% -$4.06K ﹤0.01% 2109
2025
Q4 		$5.62K Buy
414
+36
+10% +$490 ﹤0.01% 1635
2025
Q3 		$4.91K Buy
378
+117
+45% +$1.56K ﹤0.01% 1679
2025
Q2 		$3.39K Sell
261
-31
-11% -$394 ﹤0.01% 1781
2025
Q1 		$3.87K Sell
292
-190
-39% -$2.46K ﹤0.01% 1692
2024
Q4 		$5.84K Buy
482
+204
+73% +$2.52K ﹤0.01% 1469
2024
Q3 		$3.58K Buy
278
+136
+96% +$1.75K ﹤0.01% 1480
2024
Q2 		$1.72K Buy
+142
New +$1.67K ﹤0.01% 1689
2024
Q1 		– Sell
-372
Closed -$4.73K – 2071
2023
Q4 		$4.73K Sell
372
-461
-55% -$5.84K ﹤0.01% 1258
2023
Q3 		$10.4K Hold
833
– – ﹤0.01% 987
2023
Q2 		$11.5K Buy
+833
New +$10.6K ﹤0.01% 922

Other funds holding EFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Ellington Financial (EFC) stake by 217% in Q2 2026, buying an estimated $2.73K and bringing the position to 301 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

MassMutual Private Wealth & Trust first reported a position in EFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.5K in Q2 2023. 74 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 301 shares of Ellington Financial worth $4.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 206 Ellington Financial shares in Q2 2026, an estimated $2.73K.
  • Ellington Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1757 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ellington Financial in Q2 2023 and has held it in 12 quarters since.
  • MassMutual Private Wealth & Trust's Ellington Financial position peaked at $11.5K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.