SPC
EFC

Sigma Planning Corp’s Ellington Financial EFC Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-52,146
Closed -$708K – 1344
2025
Q4 		$708K Buy
52,146
+1,303
+3% +$17.7K 0.02% 663
2025
Q3 		$660K Sell
50,843
-1,338
-3% -$17.8K 0.02% 700
2025
Q2 		$678K Sell
52,181
-4,073
-7% -$51.8K 0.02% 659
2025
Q1 		$746K Buy
56,254
+1,510
+3% +$19.5K 0.02% 580
2024
Q4 		$664K Buy
+54,744
New +$676K 0.02% 629
2024
Q1 		– Sell
-40,726
Closed -$518K – 1232
2023
Q4 		$518K Sell
40,726
-24,757
-38% -$314K 0.04% 450
2023
Q3 		$817K Buy
65,483
+43,708
+201% +$582K 0.03% 528
2023
Q2 		$300K Sell
21,775
-677
-3% -$8.63K 0.01% 932
2023
Q1 		$274K Buy
22,452
+6,217
+38% +$80.1K 0.01% 1035
2022
Q4 		$201K Buy
16,235
+37
+0.2% +$483 0.01% 1129
2022
Q3 		$184K Buy
16,198
+4,031
+33% +$60.2K 0.01% 1138
2022
Q2 		$178K Buy
12,167
+729
+6% +$11.4K 0.01% 1171
2022
Q1 		$203K Buy
11,438
+26
+0.2% +$458 0.01% 1256
2021
Q4 		$195K Buy
+11,412
New +$203K 0.01% 1285
2015
Q1 		– Sell
-13,113
Closed -$262K – 759
2014
Q4 		$262K Buy
+13,113
New +$283K 0.03% 550

Other funds holding EFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sigma Planning Corp's EFC Position: Q1 2026 in Review

Sigma Planning Corp sold out of Ellington Financial (EFC) in Q1 2026, closing a stake of 52,146 shares — an estimated $708K sold.

Sigma Planning Corp first reported a position in EFC in Q4 2014 and held it in 15 quarters. The position peaked at $817K in Q3 2023. 237 funds tracked by Wall St. Rank hold EFC as of Q1 2026.

  • Sigma Planning Corp reported no remaining Ellington Financial position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 52,146 Ellington Financial shares in Q1 2026, an estimated $708K.
  • Sigma Planning Corp first reported a position in Ellington Financial in Q4 2014 and held it in 15 quarters.
  • Sigma Planning Corp's Ellington Financial position peaked at $817K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.