Steward Partners Investment Advisory
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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
Q2 		$270K Buy
19,807
+16,019
+423% +$212K ﹤0.01% 2058
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 $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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's EFC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Ellington Financial (EFC) stake by 423% in Q2 2026, buying an estimated $212K and bringing the position to 19,807 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Steward Partners Investment Advisory first reported a position in EFC in Q1 2023 and has held it in 14 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Steward Partners Investment Advisory held 19,807 shares of Ellington Financial worth $270K as of Q2 2026.
  • Steward Partners Investment Advisory bought 16,019 Ellington Financial shares in Q2 2026, an estimated $212K.
  • Ellington Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2058 holding.
  • Steward Partners Investment Advisory first reported a position in Ellington Financial in Q1 2023 and has held it in 14 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.