LPL Financial
EIC

LPL Financial’s Eagle Point Income Co EIC Stock Holding History

LPL Financial’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$396K Buy
41,967
+2,206
+6% +$22.7K ﹤0.01% 4971
2025
Q4 		$454K Buy
39,761
+5,918
+17% +$70.6K ﹤0.01% 4801
2025
Q3 		$456K Buy
33,843
+11,389
+51% +$151K ﹤0.01% 4703
2025
Q2 		$307K Sell
22,454
-10,966
-33% -$152K ﹤0.01% 4757
2025
Q1 		$500K Buy
33,420
+5,444
+19% +$85.3K ﹤0.01% 4176
2024
Q4 		$435K Buy
27,976
+3,504
+14% +$55.5K ﹤0.01% 4213
2024
Q3 		$394K Buy
24,472
+5,790
+31% +$91K ﹤0.01% 4211
2024
Q2 		$295K Buy
18,682
+2,427
+15% +$38.6K ﹤0.01% 4278
2024
Q1 		$271K Sell
16,255
-338
-2% -$5.27K ﹤0.01% 4285
2023
Q4 		$242K Sell
16,593
-255
-2% -$3.63K ﹤0.01% 4252
2023
Q3 		$240K Buy
16,848
+2,124
+14% +$29.5K ﹤0.01% 4104
2023
Q2 		$194K Buy
+14,724
New +$206K ﹤0.01% 4164

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $124M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's EIC Position: Q1 2026 in Review

LPL Financial increased its Eagle Point Income Co (EIC) stake by 5.5% in Q1 2026, buying an estimated $22.7K and bringing the position to 41,967 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #4971.

LPL Financial first reported a position in EIC in Q2 2023 and has held it in 12 quarters since. The position peaked at $500K in Q1 2025. 46 funds tracked by Wall St. Rank hold EIC as of Q1 2026.

  • LPL Financial held 41,967 shares of Eagle Point Income Co worth $396K as of Q1 2026.
  • LPL Financial bought 2,206 Eagle Point Income Co shares in Q1 2026, an estimated $22.7K.
  • Eagle Point Income Co made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4971 holding.
  • LPL Financial first reported a position in Eagle Point Income Co in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's Eagle Point Income Co position peaked at $500K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.