KAS
ECC

Kestra Advisory Services’s Eagle Point Credit Company ECC Stock Holding History

Kestra Advisory Services’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 		$675K Buy
179,575
+2,264
+1% +$10.5K ﹤0.01% 2004
2025
Q4 		$1.02M Buy
177,311
+11,021
+7% +$67K ﹤0.01% 1638
2025
Q3 		$1.1M Buy
166,290
+21,358
+15% +$151K 0.01% 1516
2025
Q2 		$1.11M Buy
144,932
+17,145
+13% +$131K 0.01% 1407
2025
Q1 		$1.04M Buy
127,787
+8,794
+7% +$75.8K 0.01% 1380
2024
Q4 		$1.06M Buy
118,993
+80,252
+207% +$752K 0.01% 1383
2024
Q3 		$382K Buy
38,741
+3,787
+11% +$37.5K ﹤0.01% 1939
2024
Q2 		$351K Buy
34,954
+1,129
+3% +$11.5K ﹤0.01% 2029
2024
Q1 		$342K Buy
33,825
+4,412
+15% +$44.2K ﹤0.01% 1913
2023
Q4 		$279K Buy
29,413
+935
+3% +$8.9K ﹤0.01% 1894
2023
Q3 		$289K Buy
28,478
+2,062
+8% +$21.2K ﹤0.01% 1682
2023
Q2 		$268K Buy
26,416
+7,804
+42% +$84.8K ﹤0.01% 1704
2023
Q1 		$208K Buy
18,612
+2,072
+13% +$22.4K ﹤0.01% 1819
2022
Q4 		$167K Sell
16,540
-1,372
-8% -$14.9K ﹤0.01% 2062
2022
Q3 		$197K Buy
17,912
+2,351
+15% +$27.2K ﹤0.01% 1884
2022
Q2 		$183K Buy
15,561
+3,031
+24% +$38K ﹤0.01% 1907
2022
Q1 		$165K Buy
+12,530
New +$173K ﹤0.01% 1884

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
AM
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
PI
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Kestra Advisory Services's ECC Position: Q1 2026 in Review

Kestra Advisory Services increased its Eagle Point Credit Company (ECC) stake by 1.3% in Q1 2026, buying an estimated $10.5K and bringing the position to 179,575 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Kestra Advisory Services first reported a position in ECC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q2 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Kestra Advisory Services held 179,575 shares of Eagle Point Credit Company worth $675K as of Q1 2026.
  • Kestra Advisory Services bought 2,264 Eagle Point Credit Company shares in Q1 2026, an estimated $10.5K.
  • Eagle Point Credit Company made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2004 holding.
  • Kestra Advisory Services first reported a position in Eagle Point Credit Company in Q1 2022 and has held it in 17 quarters since.
  • Kestra Advisory Services's Eagle Point Credit Company position peaked at $1.11M in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.