EFS
ECC

Essex Financial Services’s Eagle Point Credit Company ECC Stock Holding History

Essex Financial 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
Q2 		– Sell
-30,408
Closed -$114K – 850
2026
Q1 		$114K Buy
30,408
+7,524
+33% +$35K 0.01% 778
2025
Q4 		$132K Sell
22,884
-4,531
-17% -$27.6K 0.01% 768
2025
Q3 		$181K Buy
27,415
+803
+3% +$5.69K 0.01% 726
2025
Q2 		$204K Buy
26,612
+1,007
+4% +$7.72K 0.01% 655
2025
Q1 		$207K Sell
25,605
-2,350
-8% -$20.3K 0.01% 601
2024
Q4 		$248K Buy
27,955
+429
+2% +$4.02K 0.02% 537
2024
Q3 		$267K Buy
27,526
+389
+1% +$3.86K 0.02% 518
2024
Q2 		$272K Buy
27,137
+2,500
+10% +$25.4K 0.02% 512
2024
Q1 		$249K Buy
24,637
+1
+0% +$10 0.02% 459
2023
Q4 		$234K Sell
24,636
-1
-0% -$10 0.02% 449
2023
Q3 		$250K Hold
24,637
– – 0.03% 402
2023
Q2 		$250K Buy
24,637
+4,000
+19% +$43.5K 0.03% 401
2023
Q1 		$231K Buy
20,637
+1,000
+5% +$10.8K 0.02% 439
2022
Q4 		$198K Buy
19,637
+2,001
+11% +$21.7K 0.02% 457
2022
Q3 		$194K Buy
17,636
+2,000
+13% +$23.1K 0.02% 438
2022
Q2 		$184K Hold
15,636
– – 0.02% 462
2022
Q1 		$206K Buy
15,636
+2,500
+19% +$34.4K 0.02% 478
2021
Q4 		$184K Buy
13,136
+999
+8% +$14.5K 0.02% 482
2021
Q3 		$165K Buy
12,137
+1,500
+14% +$20.4K 0.02% 451
2021
Q2 		$127K Hold
10,637
– – 0.02% 457
2021
Q1 		$127K Buy
10,637
+158
+2% +$1.78K 0.02% 347
2020
Q4 		$106K Buy
10,479
+280
+3% +$2.54K 0.02% 323
2020
Q3 		$88K Buy
+10,199
New +$79.6K 0.02% 281

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Essex Financial Services's ECC Position: Q2 2026 in Review

Essex Financial Services sold out of Eagle Point Credit Company (ECC) in Q2 2026, closing a stake of 30,408 shares — an estimated $114K sold.

Essex Financial Services first reported a position in ECC in Q3 2020 and held it in 23 quarters. The position peaked at $272K in Q2 2024. 83 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Essex Financial Services reported no remaining Eagle Point Credit Company position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 30,408 Eagle Point Credit Company shares in Q2 2026, an estimated $114K.
  • Essex Financial Services first reported a position in Eagle Point Credit Company in Q3 2020 and held it in 23 quarters.
  • Essex Financial Services's Eagle Point Credit Company position peaked at $272K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.