BPA
EFR

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

Beacon Pointe 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
Q1 		$210K Sell
19,931
-828
-4% -$8.99K ﹤0.01% 1709
2025
Q4 		$231K Sell
20,759
-4,400
-17% -$49.3K ﹤0.01% 1377
2025
Q3 		$288K Buy
+25,159
New +$296K ﹤0.01% 1199

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Beacon Pointe Advisors's EFR Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 4% in Q1 2026, selling an estimated $8.99K and leaving 19,931 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Beacon Pointe Advisors first reported a position in EFR in Q3 2025 and has held it in 3 quarters since. The position peaked at $288K in Q3 2025. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • Beacon Pointe Advisors held 19,931 shares of Eaton Vance Senior Floating-Rate Fund worth $210K as of Q1 2026.
  • Beacon Pointe Advisors sold 828 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $8.99K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1709 holding.
  • Beacon Pointe Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $288K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.