PWPS
EFC

Pinnacle Wealth Planning Services’s Ellington Financial EFC Stock Holding History

Pinnacle Wealth Planning Services’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 		$42.8K Buy
3,145
+78
+3% +$1.03K ﹤0.01% 1390
2026
Q1 		$36.3K Buy
3,067
+55
+2% +$700 ﹤0.01% 1373
2025
Q4 		$40.9K Buy
+3,012
New +$41K ﹤0.01% 1340
2021
Q1 		– Sell
-1,043
Closed -$15K – 813
2020
Q4 		$15K Buy
+1,043
New +$14.5K ﹤0.01% 1261

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

Pinnacle Wealth Planning Services's EFC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ellington Financial (EFC) stake by 2.5% in Q2 2026, buying an estimated $1.03K and bringing the position to 3,145 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Pinnacle Wealth Planning Services first reported a position in EFC in Q4 2020 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,145 shares of Ellington Financial worth $42.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 78 Ellington Financial shares in Q2 2026, an estimated $1.03K.
  • Ellington Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1390 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ellington Financial in Q4 2020 and has held it in 4 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.