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Advisory Solutions Group’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Advisory Solutions Group’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$106K Buy
+10,156
New +$107K 0.02% 286

Other funds holding EFR

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Advisory Solutions Group's EFR Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2026: 10,156 shares worth $106K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings.

7 funds tracked by Wall St. Rank hold EFR as of Q3 2026.

  • Advisory Solutions Group held 10,156 shares of Eaton Vance Senior Floating-Rate Fund worth $106K as of Q3 2026.
  • Eaton Vance Senior Floating-Rate Fund was a new Advisory Solutions Group position in Q3 2026.
  • Eaton Vance Senior Floating-Rate Fund made up 0.02% of Advisory Solutions Group's portfolio in Q3 2026, its #286 holding.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.