PWG
EFC

Portside Wealth Group’s Ellington Financial EFC Stock Holding History

Portside Wealth Group’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 		– Sell
-11,324
Closed -$134K – 528
2026
Q1 		$134K Sell
11,324
-760
-6% -$9.67K 0.02% 457
2025
Q4 		$164K Sell
12,084
-561
-4% -$7.63K 0.02% 449
2025
Q3 		$164K Sell
12,645
-593
-4% -$7.9K 0.02% 466
2025
Q2 		$172K Sell
13,238
-285
-2% -$3.63K 0.03% 443
2025
Q1 		$179K Buy
13,523
+66
+0.5% +$853 0.03% 413
2024
Q4 		$163K Sell
13,457
-958
-7% -$11.8K 0.03% 405
2024
Q3 		$186K Buy
14,415
+1,688
+13% +$21.8K 0.03% 378
2024
Q2 		$154K Buy
+12,727
New +$150K 0.03% 351
2023
Q4 		– Sell
-10,903
Closed -$137K – 370
2023
Q3 		$137K Buy
10,903
+835
+8% +$11.1K 0.03% 331
2023
Q2 		$139K Buy
+10,068
New +$128K 0.03% 332

Other funds holding EFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return