MA
ECC

Montag & Associates’s Eagle Point Credit Company ECC Stock Holding History

Montag & Associates’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 		$3.76K Hold
1,000
– – ﹤0.01% 811
2025
Q4 		$5.76K Sell
1,000
-750
-43% -$4.56K ﹤0.01% 808
2025
Q3 		$11.6K Buy
+1,750
New +$12.4K ﹤0.01% 745

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 $2.58B AUM 36.93% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 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 $1.67B AUM 28.26% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Montag & Associates's ECC Position: Q1 2026 in Review

Montag & Associates held its Eagle Point Credit Company (ECC) position steady in Q1 2026 at 1,000 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Montag & Associates first reported a position in ECC in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q3 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Montag & Associates held 1,000 shares of Eagle Point Credit Company worth $3.76K as of Q1 2026.
  • Montag & Associates left its Eagle Point Credit Company share count unchanged in Q1 2026.
  • Eagle Point Credit Company made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #811 holding.
  • Montag & Associates first reported a position in Eagle Point Credit Company in Q3 2025 and has held it in 3 quarters since.
  • Montag & Associates's Eagle Point Credit Company position peaked at $11.6K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.