Corient Private Wealth
ECC

Corient Private Wealth’s Eagle Point Credit Company ECC Stock Holding History

Corient Private Wealth’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 		– Sell
-36,732
Closed -$212K – 2886
2025
Q4 		$212K Buy
36,732
+18,930
+106% +$115K ﹤0.01% 2575
2025
Q3 		$118K Buy
17,802
+1,141
+7% +$8.08K ﹤0.01% 2425
2025
Q2 		$128K Buy
+16,661
New +$128K ﹤0.01% 2302

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

Corient Private Wealth's ECC Position: Q1 2026 in Review

Corient Private Wealth sold out of Eagle Point Credit Company (ECC) in Q1 2026, closing a stake of 36,732 shares — an estimated $212K sold.

Corient Private Wealth first reported a position in ECC in Q2 2025 and held it in 3 quarters. The position peaked at $212K in Q4 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Corient Private Wealth reported no remaining Eagle Point Credit Company position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 36,732 Eagle Point Credit Company shares in Q1 2026, an estimated $212K.
  • Corient Private Wealth first reported a position in Eagle Point Credit Company in Q2 2025 and held it in 3 quarters.
  • Corient Private Wealth's Eagle Point Credit Company position peaked at $212K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.