LWMI
ECC

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
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 $21.9M 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
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
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ECC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Eagle Point Credit Company (ECC) stake by 2.2% in Q1 2026, buying an estimated $57K and bringing the position to 575,559 shares worth $2.16M. The position accounts for 1.08% of the portfolio, ranked #14.

Legacy Wealth Management (Idaho) first reported a position in ECC in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.58M in Q4 2024. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 575,559 shares of Eagle Point Credit Company worth $2.16M as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 12,253 Eagle Point Credit Company shares in Q1 2026, an estimated $57K.
  • Eagle Point Credit Company made up 1.08% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #14 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Eagle Point Credit Company in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Eagle Point Credit Company position peaked at $7.58M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.