LPL Financial
EIC

LPL Financial’s Eagle Point Income Company 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
Q2 		$444K Buy
44,062
+2,095
+5% +$21.4K ﹤0.01% 5119
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 $216M AUM 13.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $143M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM

LPL Financial's EIC Position: Q2 2026 in Review

LPL Financial increased its Eagle Point Income Company (EIC) stake by 5% in Q2 2026, buying an estimated $21.4K and bringing the position to 44,062 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #5119.

LPL Financial first reported a position in EIC in Q2 2023 and has held it in 13 quarters since. The position peaked at $500K in Q1 2025. 47 funds tracked by Wall St. Rank hold EIC as of Q2 2026.

  • LPL Financial held 44,062 shares of Eagle Point Income Company worth $444K as of Q2 2026.
  • LPL Financial bought 2,095 Eagle Point Income Company shares in Q2 2026, an estimated $21.4K.
  • Eagle Point Income Company made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5119 holding.
  • LPL Financial first reported a position in Eagle Point Income Company in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's Eagle Point Income Company position peaked at $500K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.