Commonwealth Equity Services
ECC

Commonwealth Equity Services’s Eagle Point Credit Company ECC Stock Holding History

Commonwealth Equity Services’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 		$154K Sell
40,970
-4,060
-9% -$18.9K ﹤0.01% 4069
2025
Q4 		$259K Sell
45,030
-96,644
-68% -$588K ﹤0.01% 3773
2025
Q3 		$936K Buy
141,674
+5,493
+4% +$38.9K ﹤0.01% 2647
2025
Q2 		$1.04M Buy
136,181
+30,375
+29% +$233K ﹤0.01% 2523
2025
Q1 		$857K Buy
105,806
+2,115
+2% +$18.2K ﹤0.01% 2588
2024
Q4 		$921K Buy
103,691
+1,666
+2% +$15.6K ﹤0.01% 2450
2024
Q3 		$1.01M Sell
102,025
-17,213
-14% -$171K ﹤0.01% 2335
2024
Q2 		$1.2M Buy
119,238
+11,925
+11% +$121K ﹤0.01% 2142
2024
Q1 		$1.08M Sell
107,313
-4,450
-4% -$44.5K ﹤0.01% 2184
2023
Q4 		$1.06M Sell
111,763
-5,905
-5% -$56.2K ﹤0.01% 2135
2023
Q3 		$1.19M Buy
117,668
+623
+0.5% +$6.39K ﹤0.01% 1949
2023
Q2 		$1.19M Buy
117,045
+6,898
+6% +$74.9K ﹤0.01% 1970
2023
Q1 		$1.23K Buy
110,147
+3,886
+4% +$42.1K ﹤0.01% 1893
2022
Q4 		$1.07M Buy
106,261
+6,576
+7% +$71.4K ﹤0.01% 1922
2022
Q3 		$1.1M Buy
99,685
+4,936
+5% +$57.1K ﹤0.01% 1830
2022
Q2 		$1.12M Buy
94,749
+315
+0.3% +$3.95K ﹤0.01% 1800
2022
Q1 		$1.24M Buy
94,434
+10,756
+13% +$148K ﹤0.01% 1835
2021
Q4 		$1.17M Buy
83,678
+1,981
+2% +$28.7K ﹤0.01% 1874
2021
Q3 		$1.11M Sell
81,697
-8,656
-10% -$118K ﹤0.01% 1844
2021
Q2 		$1.22M Sell
90,353
-5,076
-5% -$66.6K ﹤0.01% 1769
2021
Q1 		$1.14M Sell
95,429
-250
-0.3% -$2.82K ﹤0.01% 1707
2020
Q4 		$965K Buy
95,679
+6,477
+7% +$58.9K ﹤0.01% 1670
2020
Q3 		$768K Sell
89,202
-5,495
-6% -$42.9K ﹤0.01% 1663
2020
Q2 		$673K Buy
94,697
+23,249
+33% +$152K ﹤0.01% 1675
2020
Q1 		$488K Buy
71,448
+6,558
+10% +$85.9K ﹤0.01% 1711
2019
Q4 		$948K Buy
64,890
+6,364
+11% +$96.8K ﹤0.01% 1461
2019
Q3 		$922K Buy
58,526
+5,864
+11% +$99.8K ﹤0.01% 1409
2019
Q2 		$942K Buy
52,662
+79
+0.2% +$1.38K ﹤0.01% 1381
2019
Q1 		$874K Sell
52,583
-6,740
-11% -$108K ﹤0.01% 1391
2018
Q4 		$842K Buy
59,323
+10,310
+21% +$170K ﹤0.01% 1315
2018
Q3 		$877K Buy
49,013
+38,929
+386% +$711K ﹤0.01% 1387
2018
Q2 		$183K Buy
+10,084
New +$184K ﹤0.01% 2490

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

Commonwealth Equity Services's ECC Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Eagle Point Credit Company (ECC) stake by 9% in Q1 2026, selling an estimated $18.9K and leaving 40,970 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #4069.

Commonwealth Equity Services first reported a position in ECC in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.24M in Q1 2022. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Commonwealth Equity Services held 40,970 shares of Eagle Point Credit Company worth $154K as of Q1 2026.
  • Commonwealth Equity Services sold 4,060 Eagle Point Credit Company shares in Q1 2026, an estimated $18.9K.
  • Eagle Point Credit Company made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4069 holding.
  • Commonwealth Equity Services first reported a position in Eagle Point Credit Company in Q2 2018 and has held it in 32 quarters since.
  • Commonwealth Equity Services's Eagle Point Credit Company position peaked at $1.24M in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.