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BFC Planning, Inc.’s Eagle Point Credit Company ECC Stock Holding History

BFC Planning, Inc.’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
Q3 		– Sell
-10,161
Closed -$37.8K – 3506
2026
Q2 		$37.8K Buy
10,161
+9,700
+2,104% +$38.7K ﹤0.01% 1695
2026
Q1 		$1.73K Hold
461
– – ﹤0.01% 2629
2025
Q4 		$2.66K Hold
461
– – ﹤0.01% 2550
2025
Q3 		$3.05K Buy
+461
New +$3.26K ﹤0.01% 2351

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IAIM
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PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Virtus Investment Advisers
Virtus Investment Advisers Hartford, Connecticut $453M AUM 48.99% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

BFC Planning, Inc.'s ECC Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Eagle Point Credit Company (ECC) in Q3 2026, closing a stake of 10,161 shares — an estimated $37.8K sold.

BFC Planning, Inc. first reported a position in ECC in Q3 2025 and held it in 4 quarters. The position peaked at $37.8K in Q2 2026. 86 funds tracked by Wall St. Rank hold ECC as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Eagle Point Credit Company position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 10,161 Eagle Point Credit Company shares in Q3 2026, an estimated $37.8K.
  • BFC Planning, Inc. first reported a position in Eagle Point Credit Company in Q3 2025 and held it in 4 quarters.
  • BFC Planning, Inc.'s Eagle Point Credit Company position peaked at $37.8K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.