KMWM
ECC

Keudell/Morrison Wealth Management’s Eagle Point Credit Company ECC Stock Holding History

Keudell/Morrison Wealth Management’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 		$716K Buy
192,533
+120,824
+168% +$482K 0.14% 105
2026
Q1 		$270K Buy
+71,709
New +$334K 0.06% 194

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

Keudell/Morrison Wealth Management's ECC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Eagle Point Credit Company (ECC) stake by 168% in Q2 2026, buying an estimated $482K and bringing the position to 192,533 shares worth $716K. The position accounts for 0.14% of the portfolio, ranked #105.

Keudell/Morrison Wealth Management first reported a position in ECC in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 192,533 shares of Eagle Point Credit Company worth $716K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 120,824 Eagle Point Credit Company shares in Q2 2026, an estimated $482K.
  • Eagle Point Credit Company made up 0.14% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Keudell/Morrison Wealth Management first reported a position in Eagle Point Credit Company in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.