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
-18,366
Closed -$106K – 2874
2025
Q4 		$106K Buy
18,366
+564
+3% +$3.43K ﹤0.01% 2537
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 $21.7M AUM 48.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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 18,366 shares — an estimated $106K sold.

Corient Private Wealth first reported a position in ECC in Q2 2025 and held it in 3 quarters. The position peaked at $128K in Q2 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 18,366 Eagle Point Credit Company shares in Q1 2026, an estimated $106K.
  • 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 $128K in Q2 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.