RA
EFC

Rise Advisors’s Ellington Financial EFC Stock Holding History

Rise 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
2025
Q4 		– Sell
-1,037
Closed -$13.5K – 503
2025
Q3 		$13.5K Hold
1,037
– – ﹤0.01% 829
2025
Q2 		$13.5K Hold
1,037
– – 0.01% 807
2025
Q1 		$13.8K Buy
+1,037
New +$13.4K 0.01% 763

Other funds holding EFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rise Advisors's EFC Position: Q4 2025 in Review

Rise Advisors sold out of Ellington Financial (EFC) in Q4 2025, closing a stake of 1,037 shares — an estimated $13.5K sold.

Rise Advisors first reported a position in EFC in Q1 2025 and held it in 3 quarters. The position peaked at $13.8K in Q1 2025. 250 funds tracked by Wall St. Rank hold EFC as of Q4 2025.

  • Rise Advisors reported no remaining Ellington Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,037 Ellington Financial shares in Q4 2025, an estimated $13.5K.
  • Rise Advisors first reported a position in Ellington Financial in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Ellington Financial position peaked at $13.8K in Q1 2025.
  • 250 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.