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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
Q3 		$705K Buy
203,773
+11,240
+6% +$42.3K 0.13% 109
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

Stone Point Capital
Stone Point Capital Greenwich, Connecticut $20.1M AUM 47.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Virtus Investment Advisers
Virtus Investment Advisers Hartford, Connecticut $453M AUM 48.99% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Keudell/Morrison Wealth Management's ECC Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its Eagle Point Credit Company (ECC) stake by 5.8% in Q3 2026, buying an estimated $42.3K and bringing the position to 203,773 shares worth $705K. The position accounts for 0.13% of the portfolio, ranked #109.

Keudell/Morrison Wealth Management first reported a position in ECC in Q1 2026 and has held it in 3 quarters since. The position peaked at $716K in Q2 2026. 73 funds tracked by Wall St. Rank hold ECC as of Q3 2026.

  • Keudell/Morrison Wealth Management held 203,773 shares of Eagle Point Credit Company worth $705K as of Q3 2026.
  • Keudell/Morrison Wealth Management bought 11,240 Eagle Point Credit Company shares in Q3 2026, an estimated $42.3K.
  • Eagle Point Credit Company made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Keudell/Morrison Wealth Management first reported a position in Eagle Point Credit Company in Q1 2026 and has held it in 3 quarters since.
  • Keudell/Morrison Wealth Management's Eagle Point Credit Company position peaked at $716K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.