TPWA
EFC

Twin Peaks Wealth Advisors’s Ellington Financial EFC Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-95
Closed -$1.13K – 793
2026
Q1 		$1.13K Buy
+95
New +$1.21K ﹤0.01% 1870
2025
Q3 		– Sell
-119
Closed -$1.59K – 714
2025
Q2 		$1.59K Buy
+119
New +$1.51K ﹤0.01% 1684

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

Twin Peaks Wealth Advisors's EFC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ellington Financial (EFC) in Q2 2026, closing a stake of 95 shares — an estimated $1.13K sold.

Twin Peaks Wealth Advisors first reported a position in EFC in Q2 2025 and held it in 2 quarters. The position peaked at $1.59K in Q2 2025. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ellington Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 95 Ellington Financial shares in Q2 2026, an estimated $1.13K.
  • Twin Peaks Wealth Advisors first reported a position in Ellington Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ellington Financial position peaked at $1.59K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.