Balboa Wealth Partners’s Eagle Point Credit Company ECC Stock Holding History

Balboa Wealth Partners’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
2026 Q2	$326K	Sell	87,538 -2,365	-3%	-$9.43K	0.04%	326
2026 Q1	$338K	Sell	89,903 -440	-0.5%	-$2.05K	0.06%	279
2025 Q4	$520K	Buy	90,343 +34,624	+62%	+$211K	0.09%	187
2025 Q3	$368K	Buy	55,719 +3,735	+7%	+$26.4K	0.06%	231
2025 Q2	$398K	Buy	51,984 +135	+0.3%	+$1.03K	0.08%	193
2025 Q1	$420K	Sell	51,849 -42,659	-45%	-$368K	0.1%	147
2024 Q4	$839K	Buy	+94,508	New	+$886K	0.19%	92

Other funds holding ECC

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Balboa Wealth Partners's ECC Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Eagle Point Credit Company (ECC) stake by 2.6% in Q2 2026, selling an estimated $9.43K and leaving 87,538 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #326.

Balboa Wealth Partners first reported a position in ECC in Q4 2024 and has held it in 7 quarters since. The position peaked at $839K in Q4 2024. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

Balboa Wealth Partners held 87,538 shares of Eagle Point Credit Company worth $326K as of Q2 2026.
Balboa Wealth Partners sold 2,365 Eagle Point Credit Company shares in Q2 2026, an estimated $9.43K.
Eagle Point Credit Company made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #326 holding.
Balboa Wealth Partners first reported a position in Eagle Point Credit Company in Q4 2024 and has held it in 7 quarters since.
Balboa Wealth Partners's Eagle Point Credit Company position peaked at $839K in Q4 2024.
115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.