SWM
EFC

SHP Wealth Management’s Ellington Financial EFC Stock Holding History

SHP Wealth Management’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 		$6.8K Buy
+500
New +$6.62K ﹤0.01% 1085

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

SHP Wealth Management's EFC Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Ellington Financial (EFC) in Q2 2026: 500 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings.

248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • SHP Wealth Management held 500 shares of Ellington Financial worth $6.8K as of Q2 2026.
  • Ellington Financial was a new SHP Wealth Management position in Q2 2026.
  • Ellington Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1085 holding.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.