Cerity Partners
ECC

Cerity Partners’s Eagle Point Credit Company ECC Stock Holding History

Cerity 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
Q1 		$62.4K Hold
16,595
– – ﹤0.01% 3082
2025
Q4 		$95.6K Sell
16,595
-2,500
-13% -$15.2K ﹤0.01% 2753
2025
Q3 		$126K Buy
19,095
+500
+3% +$3.54K ﹤0.01% 2593
2025
Q2 		$142K Sell
18,595
-333
-2% -$2.55K ﹤0.01% 2429
2025
Q1 		$153K Buy
18,928
+333
+2% +$2.87K ﹤0.01% 2267
2024
Q4 		$165K Buy
+18,595
New +$174K ﹤0.01% 2271

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cerity Partners's ECC Position: Q1 2026 in Review

Cerity Partners held its Eagle Point Credit Company (ECC) position steady in Q1 2026 at 16,595 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Cerity Partners first reported a position in ECC in Q4 2024 and has held it in 6 quarters since. The position peaked at $165K in Q4 2024. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Cerity Partners held 16,595 shares of Eagle Point Credit Company worth $62.4K as of Q1 2026.
  • Cerity Partners left its Eagle Point Credit Company share count unchanged in Q1 2026.
  • Eagle Point Credit Company made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3082 holding.
  • Cerity Partners first reported a position in Eagle Point Credit Company in Q4 2024 and has held it in 6 quarters since.
  • Cerity Partners's Eagle Point Credit Company position peaked at $165K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.