IFG
ECC

Independent Financial Group’s Eagle Point Credit Company ECC Stock Holding History

Independent Financial Group’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 		$39.8K Buy
+10,688
New +$42.6K ﹤0.01% 1536
2026
Q1 		– Sell
-314,636
Closed -$1.81M – 1468
2025
Q4 		$1.81M Buy
314,636
+3,791
+1% +$23.1K 0.04% 417
2025
Q3 		$2.05M Buy
310,845
+54,043
+21% +$383K 0.05% 376
2025
Q2 		$1.97M Buy
256,802
+11,364
+5% +$87.1K 0.05% 344
2025
Q1 		$1.99M Buy
245,438
+2,100
+0.9% +$18.1K 0.07% 282
2024
Q4 		$2.16M Buy
243,338
+5,788
+2% +$54.2K 0.07% 276
2024
Q3 		$2.34M Sell
237,550
-1,179
-0.5% -$11.7K 0.09% 239
2024
Q2 		$2.4M Sell
238,729
-10,137
-4% -$103K 0.1% 197
2024
Q1 		$2.52M Buy
248,866
+4,868
+2% +$48.7K 0.12% 174
2023
Q4 		$2.32M Buy
243,998
+27,124
+13% +$258K 0.12% 181
2023
Q3 		$2.2M Buy
216,874
+4,190
+2% +$43K 0.14% 159
2023
Q2 		$2.16M Buy
212,684
+5,610
+3% +$60.9K 0.15% 147
2023
Q1 		$2.31M Buy
207,074
+11,908
+6% +$129K 0.19% 125
2022
Q4 		$1.98M Buy
195,166
+9,815
+5% +$107K 0.17% 116
2022
Q3 		$2.04M Buy
185,351
+3,014
+2% +$34.9K 0.18% 109
2022
Q2 		$2.15M Sell
182,337
-51,373
-22% -$644K 0.23% 98
2022
Q1 		$3.07M Buy
233,710
+43,710
+23% +$602K 0.25% 80
2021
Q4 		$2.66M Buy
190,000
+4,179
+2% +$60.5K 0.22% 98
2021
Q3 		$2.53M Buy
185,821
+12
+0% +$163 0.26% 88
2021
Q2 		$2.52M Buy
185,809
+5,378
+3% +$70.5K 0.27% 84
2021
Q1 		$2.16M Buy
180,431
+11,492
+7% +$130K 0.28% 85
2020
Q4 		$1.7M Sell
168,939
-303
-0.2% -$2.75K 0.25% 97
2020
Q3 		$1.46M Buy
169,242
+15,604
+10% +$122K 0.27% 84
2020
Q2 		$1.09M Buy
153,638
+45,389
+42% +$296K 0.24% 105
2020
Q1 		$740K Buy
+108,249
New +$1.42M 0.22% 118

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
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
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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Independent Financial Group's ECC Position: Q2 2026 in Review

Independent Financial Group opened a new position in Eagle Point Credit Company (ECC) in Q2 2026: 10,688 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in ECC as recently as Q4 2025.

Independent Financial Group first reported a position in ECC in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.07M in Q1 2022. 114 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Independent Financial Group held 10,688 shares of Eagle Point Credit Company worth $39.8K as of Q2 2026.
  • Eagle Point Credit Company was a new Independent Financial Group position in Q2 2026.
  • Eagle Point Credit Company made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1536 holding.
  • Independent Financial Group first reported a position in Eagle Point Credit Company in Q1 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Eagle Point Credit Company position peaked at $3.07M in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.