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 Q2	$61.7K	Hold	16,595	–	–	﹤0.01%	3280
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 $21.7M 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

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

Blackstone Inc New York $39B AUM 18.55% 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 52.51% 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

Cerity Partners's ECC Position: Q2 2026 in Review

Cerity Partners held its Eagle Point Credit Company (ECC) position steady in Q2 2026 at 16,595 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

Cerity Partners first reported a position in ECC in Q4 2024 and has held it in 7 quarters since. The position peaked at $165K in Q4 2024. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

Cerity Partners held 16,595 shares of Eagle Point Credit Company worth $61.7K as of Q2 2026.
Cerity Partners left its Eagle Point Credit Company share count unchanged in Q2 2026.
Eagle Point Credit Company made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3280 holding.
Cerity Partners first reported a position in Eagle Point Credit Company in Q4 2024 and has held it in 7 quarters since.
Cerity Partners's Eagle Point Credit Company position peaked at $165K in Q4 2024.
115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.