Position in ECC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$716,222
+$446,597 QoQ
Shares Held
192,533
+168.5% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#15
of 116 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $2,480,161 across 5 Asset Management names. ECC ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFN |
PIMCO Income Strategy Fund II
|
113,772 | $811,194 | |
| 2 | ECC |
Eagle Point Credit Co
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|
192,533 | $716,222 | |
| 3 | PMM |
Franklin Managed Municipal Income Trust
|
57,600 | $376,704 | |
| 4 | MUA |
Blackrock Muniassets Fund, Inc.
|
32,381 | $356,514 | |
| 5 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
12,459 | $219,527 |
All Filings in ECC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,222 | 192,533 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $269,625 | 71,709 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||