SPIA
EFC

Steward Partners Investment Advisory’s Ellington Financial EFC Stock Holding History

Steward Partners Investment Advisory’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 		$44.9K Buy
3,788
+103
+3% +$1.31K ﹤0.01% 2845
2025
Q4 		$50K Buy
3,685
+55
+2% +$748 ﹤0.01% 2666
2025
Q3 		$47.1K Buy
3,630
+48
+1% +$639 ﹤0.01% 2636
2025
Q2 		$46.5K Buy
3,582
+1,735
+94% +$22.1K ﹤0.01% 2517
2025
Q1 		$24.5K Sell
1,847
-755
-29% -$9.76K ﹤0.01% 2716
2024
Q4 		$31.5K Buy
2,602
+1,610
+162% +$19.9K ﹤0.01% 2570
2024
Q3 		$12.8K Buy
992
+28
+3% +$361 ﹤0.01% 2853
2024
Q2 		$11.6K Buy
964
+31
+3% +$365 ﹤0.01% 2756
2024
Q1 		$11K Buy
933
+30
+3% +$361 ﹤0.01% 2770
2023
Q4 		$11.5K Buy
903
+35
+4% +$444 ﹤0.01% 2647
2023
Q3 		$10.8K Buy
868
+29
+3% +$386 ﹤0.01% 2569
2023
Q2 		$11.6K Buy
839
+28
+3% +$357 ﹤0.01% 2520
2023
Q1 		$9.9K Buy
+811
New +$10.5K ﹤0.01% 2546

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Steward Partners Investment Advisory's EFC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Ellington Financial (EFC) stake by 2.8% in Q1 2026, buying an estimated $1.31K and bringing the position to 3,788 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Steward Partners Investment Advisory first reported a position in EFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $50K in Q4 2025. 237 funds tracked by Wall St. Rank hold EFC as of Q1 2026.

  • Steward Partners Investment Advisory held 3,788 shares of Ellington Financial worth $44.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 103 Ellington Financial shares in Q1 2026, an estimated $1.31K.
  • Ellington Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2845 holding.
  • Steward Partners Investment Advisory first reported a position in Ellington Financial in Q1 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Ellington Financial position peaked at $50K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.