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 Q2	$184K	Sell	17,329 -2,602	-13%	-$27.3K	﹤0.01%	1824
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 $1.15B 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

Beacon Pointe Advisors's EFR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 13% in Q2 2026, selling an estimated $27.3K and leaving 17,329 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Beacon Pointe Advisors first reported a position in EFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q3 2025. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Beacon Pointe Advisors held 17,329 shares of Eaton Vance Senior Floating-Rate Fund worth $184K as of Q2 2026.
Beacon Pointe Advisors sold 2,602 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $27.3K.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1824 holding.
Beacon Pointe Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and has held it in 4 quarters since.
Beacon Pointe Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $288K in Q3 2025.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.