HA
ECC

Herold Advisors’s Eagle Point Credit Company ECC Stock Holding History

Herold 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
2025
Q3 		– Sell
-53,050
Closed -$406K – 272
2025
Q2 		$406K Buy
+53,050
New +$407K 0.09% 204

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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Herold Advisors's ECC Position: Q3 2025 in Review

Herold Advisors sold out of Eagle Point Credit Company (ECC) in Q3 2025, closing a stake of 53,050 shares — an estimated $406K sold.

Herold Advisors first reported a position in ECC in Q2 2025 and held it in 1 quarter. The position peaked at $406K in Q2 2025. 109 funds tracked by Wall St. Rank hold ECC as of Q3 2025.

  • Herold Advisors reported no remaining Eagle Point Credit Company position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 53,050 Eagle Point Credit Company shares in Q3 2025, an estimated $406K.
  • Herold Advisors first reported a position in Eagle Point Credit Company in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's Eagle Point Credit Company position peaked at $406K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.