IFG
EIC

Independent Financial Group’s Eagle Point Income Company EIC Stock Holding History

Independent Financial Group’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26,550
Closed -$357K – 1426
2025
Q3 		$357K Sell
26,550
-15,750
-37% -$209K 0.01% 1002
2025
Q2 		$578K Sell
42,300
-125
-0.3% -$1.73K 0.02% 719
2025
Q1 		$634K Hold
42,425
– – 0.02% 624
2024
Q4 		$659K Sell
42,425
-500
-1% -$7.92K 0.02% 611
2024
Q3 		$692K Hold
42,925
– – 0.03% 548
2024
Q2 		$678K Hold
42,925
– – 0.03% 506
2024
Q1 		$715K Buy
42,925
+650
+2% +$10.1K 0.03% 475
2023
Q4 		$616K Hold
42,275
– – 0.03% 498
2023
Q3 		$602K Sell
42,275
-4,800
-10% -$66.6K 0.04% 442
2023
Q2 		$621K Sell
47,075
-300
-0.6% -$4.2K 0.04% 424
2023
Q1 		$668K Buy
47,375
+500
+1% +$7.2K 0.05% 384
2022
Q4 		$650K Buy
46,875
+5,325
+13% +$78.1K 0.06% 353
2022
Q3 		$589K Buy
+41,550
New +$661K 0.05% 351

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $143M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Independent Financial Group's EIC Position: Q4 2025 in Review

Independent Financial Group sold out of Eagle Point Income Company (EIC) in Q4 2025, closing a stake of 26,550 shares — an estimated $357K sold.

Independent Financial Group first reported a position in EIC in Q3 2022 and held it in 13 quarters. The position peaked at $715K in Q1 2024. 46 funds tracked by Wall St. Rank hold EIC as of Q4 2025.

  • Independent Financial Group reported no remaining Eagle Point Income Company position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 26,550 Eagle Point Income Company shares in Q4 2025, an estimated $357K.
  • Independent Financial Group first reported a position in Eagle Point Income Company in Q3 2022 and held it in 13 quarters.
  • Independent Financial Group's Eagle Point Income Company position peaked at $715K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.