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

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 78 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.
  • 78 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.