AFC
EVV

Ares Financial Consulting’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ares Financial Consulting’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.62K Buy
599
+13
+2% +$122 ﹤0.01% 687
2026
Q1 		$5.51K Buy
586
+13
+2% +$127 ﹤0.01% 665
2025
Q4 		$5.68K Buy
+573
New +$5.75K 0.01% 462

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Financial Consulting's EVV Position: Q2 2026 in Review

Ares Financial Consulting increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.2% in Q2 2026, buying an estimated $122 and bringing the position to 599 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Ares Financial Consulting first reported a position in EVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.68K in Q4 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Ares Financial Consulting held 599 shares of Eaton Vance Limited Duration Income Fund worth $5.62K as of Q2 2026.
  • Ares Financial Consulting bought 13 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $122.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #687 holding.
  • Ares Financial Consulting first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Eaton Vance Limited Duration Income Fund position peaked at $5.68K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.