NECFA
EFC

New England Capital Financial Advisors’s Ellington Financial EFC Stock Holding History

New England Capital Financial 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 		$33.1K Buy
2,432
+69
+3% +$913 0.01% 165
2026
Q1 		$28K Buy
2,363
+72
+3% +$916 0.01% 167
2025
Q4 		$31.1K Buy
2,291
+64
+3% +$871 0.01% 163
2025
Q3 		$28.9K Buy
2,227
+64
+3% +$852 0.01% 162
2025
Q2 		$28.1K Buy
2,163
+65
+3% +$827 0.01% 157
2025
Q1 		$27.8K Buy
2,098
+61
+3% +$789 0.01% 156
2024
Q4 		$24.7K Buy
2,037
+63
+3% +$778 0.01% 163
2024
Q3 		$25.4K Buy
1,974
+57
+3% +$735 0.01% 156
2024
Q2 		$23.2K Buy
1,917
+62
+3% +$730 0.01% 162
2024
Q1 		$21.9K Buy
1,855
+302
+19% +$3.63K 0.01% 166
2023
Q4 		$19.7K Buy
1,553
+147
+10% +$1.86K 0.01% 173
2023
Q3 		$17.5K Buy
1,406
+47
+3% +$626 0.01% 177
2023
Q2 		$18.8K Buy
1,359
+46
+4% +$586 0.01% 171
2023
Q1 		$16K Buy
1,313
+45
+4% +$580 0.01% 201
2022
Q4 		$17.4K Buy
+1,268
New +$16.5K 0.01% 197

Other funds holding EFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New England Capital Financial Advisors's EFC Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Ellington Financial (EFC) stake by 2.9% in Q2 2026, buying an estimated $913 and bringing the position to 2,432 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #165.

New England Capital Financial Advisors first reported a position in EFC in Q4 2022 and has held it in 15 quarters since. 49 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • New England Capital Financial Advisors held 2,432 shares of Ellington Financial worth $33.1K as of Q2 2026.
  • New England Capital Financial Advisors bought 69 Ellington Financial shares in Q2 2026, an estimated $913.
  • Ellington Financial made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • New England Capital Financial Advisors first reported a position in Ellington Financial in Q4 2022 and has held it in 15 quarters since.
  • 49 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.