Allworth Financial
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Allworth Financial’s Eagle Point Credit Company ECC Stock Holding History

Allworth Financial’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-225
Closed -$1.49K – 5082
2025
Q3 		$1.49K Sell
225
-149
-40% -$1.05K ﹤0.01% 4130
2025
Q2 		$2.87K Buy
374
+335
+859% +$2.57K ﹤0.01% 3554
2025
Q1 		$303 Buy
39
+17
+77% +$147 ﹤0.01% 3791
2024
Q4 		$195 Buy
+22
New +$206 ﹤0.01% 3794
2022
Q3 		– Sell
-750
Closed -$9K – 2769
2022
Q2 		$9K Buy
+750
New +$9.4K ﹤0.01% 1596

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Allworth Financial's ECC Position: Q4 2025 in Review

Allworth Financial sold out of Eagle Point Credit Company (ECC) in Q4 2025, closing a stake of 225 shares — an estimated $1.49K sold.

Allworth Financial first reported a position in ECC in Q2 2022 and held it in 5 quarters. The position peaked at $9K in Q2 2022. 120 funds tracked by Wall St. Rank hold ECC as of Q4 2025.

  • Allworth Financial reported no remaining Eagle Point Credit Company position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 225 Eagle Point Credit Company shares in Q4 2025, an estimated $1.49K.
  • Allworth Financial first reported a position in Eagle Point Credit Company in Q2 2022 and held it in 5 quarters.
  • Allworth Financial's Eagle Point Credit Company position peaked at $9K in Q2 2022.
  • 120 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.