LIS
ECC

Legacy Investment Solutions’s Eagle Point Credit Company ECC Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$3.89M Buy
+508,109
New +$3.89M 2.03% 9
2024
Q4 		$7.58M Buy
847,871
+843,716
+20,306% +$7.91M 4.84% 5
2024
Q3 		$39.1K Buy
+4,155
New +$41.2K 0.02% 136

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
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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Legacy Investment Solutions's ECC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Eagle Point Credit Company (ECC) in Q2 2025: 508,109 shares worth $3.89M. The stake represents 2.03% of the portfolio and ranks #9 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ECC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ECC in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.58M in Q4 2024. 109 funds tracked by Wall St. Rank hold ECC as of Q2 2025.

  • Legacy Investment Solutions held 508,109 shares of Eagle Point Credit Company worth $3.89M as of Q2 2025.
  • Eagle Point Credit Company was a new Legacy Investment Solutions position in Q2 2025.
  • Eagle Point Credit Company made up 2.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #9 holding.
  • Legacy Investment Solutions first reported a position in Eagle Point Credit Company in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Eagle Point Credit Company position peaked at $7.58M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.