Bank of America
EVV

Bank of America’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bank of America’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
Q1 		$2.52M Sell
266,324
-28,670
-10% -$280K ﹤0.01% 3960
2025
Q4 		$2.92M Sell
294,994
-6,071
-2% -$60.9K ﹤0.01% 3777
2025
Q3 		$3.06M Buy
301,065
+10,330
+4% +$105K ﹤0.01% 4450
2025
Q2 		$2.98M Buy
290,735
+13,941
+5% +$138K ﹤0.01% 4397
2025
Q1 		$2.76M Sell
276,794
-10,187
-4% -$103K ﹤0.01% 4380
2024
Q4 		$2.8M Buy
286,981
+10,961
+4% +$112K ﹤0.01% 4150
2024
Q3 		$2.9M Buy
276,020
+710
+0.3% +$7.14K ﹤0.01% 4238
2024
Q2 		$2.68M Buy
275,310
+21,984
+9% +$212K ﹤0.01% 4196
2024
Q1 		$2.47M Sell
253,326
-231,466
-48% -$2.26M ﹤0.01% 4286
2023
Q4 		$4.64M Buy
484,792
+18,839
+4% +$172K ﹤0.01% 3611
2023
Q3 		$4.21M Sell
465,953
-14,153
-3% -$132K ﹤0.01% 3563
2023
Q2 		$4.49M Sell
480,106
-82,756
-15% -$769K ﹤0.01% 3512
2023
Q1 		$5.54M Sell
562,862
-114,908
-17% -$1.15M ﹤0.01% 3446
2022
Q4 		$6.36M Buy
677,770
+30,640
+5% +$296K ﹤0.01% 3160
2022
Q3 		$5.96M Sell
647,130
-141,758
-18% -$1.48M ﹤0.01% 3156
2022
Q2 		$8.15M Sell
788,888
-179,100
-19% -$1.92M ﹤0.01% 2890
2022
Q1 		$11.3M Buy
967,988
+46,660
+5% +$563K ﹤0.01% 2740
2021
Q4 		$12.1M Sell
921,328
-2,006
-0.2% -$26.4K ﹤0.01% 2736
2021
Q3 		$12.2M Buy
923,334
+87,480
+10% +$1.16M ﹤0.01% 2639
2021
Q2 		$11.1M Buy
835,854
+101,326
+14% +$1.31M ﹤0.01% 2723
2021
Q1 		$9.28M Sell
734,528
-64,441
-8% -$810K ﹤0.01% 2802
2020
Q4 		$10M Buy
798,969
+50,517
+7% +$608K ﹤0.01% 2481
2020
Q3 		$8.46M Buy
748,452
+90,793
+14% +$1.05M ﹤0.01% 2416
2020
Q2 		$7.41M Buy
657,659
+35,706
+6% +$389K ﹤0.01% 2488
2020
Q1 		$6.58M Buy
621,953
+11,224
+2% +$139K ﹤0.01% 2430
2019
Q4 		$8.09M Sell
610,729
-13,105
-2% -$168K ﹤0.01% 2774
2019
Q3 		$7.8M Sell
623,834
-24,851
-4% -$312K ﹤0.01% 2769
2019
Q2 		$8.21M Buy
648,685
+50,756
+8% +$642K ﹤0.01% 2758
2019
Q1 		$7.56M Sell
597,929
-1,808
-0.3% -$22.5K ﹤0.01% 2751
2018
Q4 		$7.15M Sell
599,737
-359,255
-37% -$4.38M ﹤0.01% 2625
2018
Q3 		$12.2M Sell
958,992
-7,852
-0.8% -$99.5K ﹤0.01% 2294
2018
Q2 		$12.2M Sell
966,844
-67,627
-7% -$868K ﹤0.01% 2269
2018
Q1 		$13.5M Buy
1,034,471
+125,898
+14% +$1.67M ﹤0.01% 2124
2017
Q4 		$12.4M Sell
908,573
-26,455
-3% -$364K ﹤0.01% 2245
2017
Q3 		$13.1M Sell
935,028
-21,923
-2% -$307K ﹤0.01% 2239
2017
Q2 		$13.5M Buy
956,951
+7,098
+0.7% +$99K ﹤0.01% 2085
2017
Q1 		$13.1M Sell
949,853
-81,811
-8% -$1.14M ﹤0.01% 2136
2016
Q4 		$14.2M Buy
1,031,664
+107,919
+12% +$1.45M ﹤0.01% 1992
2016
Q3 		$12.7M Buy
923,745
+86,688
+10% +$1.18M ﹤0.01% 2019
2016
Q2 		$11.3M Buy
837,057
+41,461
+5% +$549K ﹤0.01% 2082
2016
Q1 		$10.5M Buy
795,596
+187,973
+31% +$2.34M ﹤0.01% 2103
2015
Q4 		$7.75M Buy
607,623
+7,808
+1% +$100K ﹤0.01% 2517
2015
Q3 		$7.61M Sell
599,815
-46,734
-7% -$622K ﹤0.01% 2467
2015
Q2 		$8.71M Buy
646,549
+4,162
+0.6% +$59.2K ﹤0.01% 2064
2015
Q1 		$9.24M Buy
642,387
+68,762
+12% +$976K ﹤0.01% 1937
2014
Q4 		$8.1M Sell
573,625
-43,247
-7% -$619K ﹤0.01% 2098
2014
Q3 		$8.99M Buy
616,872
+116
+0% +$1.75K ﹤0.01% 2038
2014
Q2 		$9.61M Buy
616,756
+16,620
+3% +$257K ﹤0.01% 1972
2014
Q1 		$9.15M Sell
600,136
-63,420
-10% -$969K ﹤0.01% 1845
2013
Q4 		$10.2M Sell
663,556
-92,974
-12% -$1.4M ﹤0.01% 1846
2013
Q3 		$11.8M Buy
756,530
+134,050
+22% +$2.03M ﹤0.01% 1636
2013
Q2 		$9.93M Buy
+622,480
New +$10.5M ﹤0.01% 1730

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's EVV Position: Q1 2026 in Review

Bank of America reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 9.7% in Q1 2026, selling an estimated $280K and leaving 266,324 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3960.

Bank of America first reported a position in EVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q4 2016. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Bank of America held 266,324 shares of Eaton Vance Limited Duration Income Fund worth $2.52M as of Q1 2026.
  • Bank of America sold 28,670 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $280K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3960 holding.
  • Bank of America first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Eaton Vance Limited Duration Income Fund position peaked at $14.2M in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.