Legacy Wealth Management (Idaho)’s Eagle Point Credit Company ECC Stock Holding History

Legacy Wealth Management (Idaho)’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	$85.5K	Sell	22,977 -552,582	-96%	-$2.2M	0.04%	186
2026 Q1	$2.16M	Buy	575,559 +12,253	+2%	+$57K	1.08%	14
2025 Q4	$3.24M	Sell	563,306 -290,286	-34%	-$1.77M	1.55%	12
2025 Q3	$5.64M	Buy	853,592 +345,483	+68%	+$2.45M	2.55%	7
2025 Q2	$3.89M	Sell	508,109 -301,175	-37%	-$2.31M	2.03%	9
2025 Q1	$6.56M	Sell	809,284 -38,587	-5%	-$333K	4.63%	6
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 $21.7M AUM 48.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ECC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Eagle Point Credit Company (ECC) stake by 96% in Q2 2026, selling an estimated $2.2M and leaving 22,977 shares worth $85.5K. The position accounts for 0.04% of the portfolio, ranked #186.

Legacy Wealth Management (Idaho) first reported a position in ECC in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.58M in Q4 2024. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

Legacy Wealth Management (Idaho) held 22,977 shares of Eagle Point Credit Company worth $85.5K as of Q2 2026.
Legacy Wealth Management (Idaho) sold 552,582 Eagle Point Credit Company shares in Q2 2026, an estimated $2.2M.
Eagle Point Credit Company made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #186 holding.
Legacy Wealth Management (Idaho) first reported a position in Eagle Point Credit Company in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s Eagle Point Credit Company position peaked at $7.58M in Q4 2024.
115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.