Security National Bank’s Eagle Point Credit Company ECC Stock Holding History

Security National Bank’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	$33.5K	Buy	+9,000	New	+$35.9K	﹤0.01%	268

Other funds holding ECC

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Security National Bank's ECC Position: Q2 2026 in Review

Security National Bank opened a new position in Eagle Point Credit Company (ECC) in Q2 2026: 9,000 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings.

20 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

Security National Bank held 9,000 shares of Eagle Point Credit Company worth $33.5K as of Q2 2026.
Eagle Point Credit Company was a new Security National Bank position in Q2 2026.
Eagle Point Credit Company made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #268 holding.
20 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.