EverSource Wealth Advisors’s Eagle Point Credit Company ECC Stock Holding History

EverSource Wealth Advisors’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	$56.4K	Buy	15,000 +5,000	+50%	+$23.3K	﹤0.01%	1797
2025 Q4	$57.6K	Hold	10,000	–	–	﹤0.01%	1650
2025 Q3	$66.1K	Buy	10,000 +1,750	+21%	+$12.4K	﹤0.01%	1500
2025 Q2	$63.2K	Hold	8,250	–	–	﹤0.01%	1473
2025 Q1	$66.8K	Buy	8,250 +750	+10%	+$6.47K	﹤0.01%	1089
2024 Q4	$66.6K	Buy	7,500 +1,000	+15%	+$9.37K	﹤0.01%	1059
2024 Q3	$64.1K	Buy	6,500 +500	+8%	+$4.96K	﹤0.01%	964
2024 Q2	$59.7K	Buy	+6,000	New	+$60.9K	﹤0.01%	1007

Other funds holding ECC

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

EverSource Wealth Advisors's ECC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Eagle Point Credit Company (ECC) stake by 50% in Q1 2026, buying an estimated $23.3K and bringing the position to 15,000 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

EverSource Wealth Advisors first reported a position in ECC in Q2 2024 and has held it in 8 quarters since. The position peaked at $66.8K in Q1 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

EverSource Wealth Advisors held 15,000 shares of Eagle Point Credit Company worth $56.4K as of Q1 2026.
EverSource Wealth Advisors bought 5,000 Eagle Point Credit Company shares in Q1 2026, an estimated $23.3K.
Eagle Point Credit Company made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1797 holding.
EverSource Wealth Advisors first reported a position in Eagle Point Credit Company in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Eagle Point Credit Company position peaked at $66.8K in Q1 2025.
110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.