Altman Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Altman Advisors’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 Q2	$442K	Buy	52,675 +2,185	+4%	+$23K	0.16%	84
2026 Q1	$440K	Sell	50,490 -1,585	-3%	-$17.2K	0.18%	76
2025 Q4	$476K	Sell	52,075 -3,755	-7%	-$42.1K	0.18%	87
2025 Q3	$529K	Sell	55,830 -94	-0.2%	-$1.11K	0.2%	86
2025 Q2	$554K	Buy	55,924 +2,780	+5%	+$32.8K	0.23%	87
2025 Q1	$511K	Sell	53,144 -27,059	-34%	-$347K	0.24%	88
2024 Q4	$888K	Sell	80,203 -5,165	-6%	-$66.4K	0.38%	85
2024 Q3	$1.09M	Sell	85,368 -27,596	-24%	-$355K	0.48%	85
2024 Q2	$1.48M	Buy	112,964 +411	+0.4%	+$5.39K	0.84%	57
2024 Q1	$1.47M	Buy	112,553 +1,794	+2%	+$23.3K	0.71%	71
2023 Q4	$1.4M	Buy	110,759 +71,823	+184%	+$876K	0.74%	66
2023 Q3	$472K	Buy	+38,936	New	+$469K	0.29%	86

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Altman Advisors's EFR Position: Q2 2026 in Review

Altman Advisors increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 4.3% in Q2 2026, buying an estimated $23K and bringing the position to 52,675 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #84.

Altman Advisors first reported a position in EFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q2 2024. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Altman Advisors held 52,675 shares of Eaton Vance Senior Floating-Rate Fund worth $442K as of Q2 2026.
Altman Advisors bought 2,185 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $23K.
Eaton Vance Senior Floating-Rate Fund made up 0.16% of Altman Advisors's portfolio in Q2 2026, its #84 holding.
Altman Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2023 and has held it in 12 quarters since.
Altman Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $1.48M in Q2 2024.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.