Cambridge Investment Research Advisors
EFR

Cambridge Investment Research Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Cambridge Investment Research 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 		$490K Buy
46,251
+215
+0.5% +$2.26K ﹤0.01% 2761
2026
Q1 		$485K Sell
46,036
-1,851
-4% -$20.1K ﹤0.01% 2827
2025
Q4 		$533K Buy
47,887
+1,191
+3% +$13.3K ﹤0.01% 2657
2025
Q3 		$534K Sell
46,696
-274,185
-85% -$3.23M ﹤0.01% 2617
2025
Q2 		$3.89M Sell
320,881
-140,226
-30% -$1.65M 0.01% 987
2025
Q1 		$5.65M Sell
461,107
-129,484
-22% -$1.66M 0.02% 747
2024
Q4 		$7.56M Buy
590,591
+26,141
+5% +$336K 0.03% 604
2024
Q3 		$7.2M Buy
564,450
+38,135
+7% +$491K 0.02% 624
2024
Q2 		$6.88M Buy
526,315
+254,596
+94% +$3.34M 0.03% 609
2024
Q1 		$3.54M Buy
271,719
+43,620
+19% +$567K 0.01% 941
2023
Q4 		$2.89M Buy
228,099
+104,260
+84% +$1.27M 0.01% 991
2023
Q3 		$1.5M Buy
123,839
+28,101
+29% +$338K 0.01% 1315
2023
Q2 		$1.13M Sell
95,738
-2,673
-3% -$30.4K 0.01% 1528
2023
Q1 		$1.11M Buy
98,411
+19
+0% +$221 0.01% 1502
2022
Q4 		$1.08M Buy
98,392
+1
+0% +$11 0.01% 1476
2022
Q3 		$1.09M Sell
98,391
-1,361
-1% -$16.5K 0.01% 1412
2022
Q2 		$1.22M Sell
99,752
-664
-0.7% -$8.3K 0.01% 1333
2022
Q1 		$1.35M Sell
100,416
-12,725
-11% -$179K 0.01% 1383
2021
Q4 		$1.67M Sell
113,141
-5,161
-4% -$77.2K 0.01% 1248
2021
Q3 		$1.73M Sell
118,302
-214,557
-64% -$3.06M 0.01% 1185
2021
Q2 		$4.71M Buy
332,859
+143,491
+76% +$2.02M 0.02% 649
2021
Q1 		$2.61M Buy
189,368
+78,116
+70% +$1.05M 0.01% 878
2020
Q4 		$1.42M Sell
111,252
-21,804
-16% -$273K 0.01% 1109
2020
Q3 		$1.55M Sell
133,056
-1,337
-1% -$15.6K 0.01% 936
2020
Q2 		$1.52M Sell
134,393
-19,881
-13% -$215K 0.01% 896
2020
Q1 		$1.52M Sell
154,274
-39,542
-20% -$494K 0.01% 776
2019
Q4 		$2.63M Buy
193,816
+34,530
+22% +$450K 0.02% 670
2019
Q3 		$2.08M Buy
159,286
+54,193
+52% +$706K 0.02% 735
2019
Q2 		$1.38M Sell
105,093
-6,667
-6% -$88.4K 0.01% 882
2019
Q1 		$1.46M Buy
111,760
+20,244
+22% +$266K 0.01% 851
2018
Q4 		$1.15M Buy
91,516
+1,851
+2% +$24.7K 0.01% 860
2018
Q3 		$1.26M Sell
89,665
-64,696
-42% -$917K 0.01% 903
2018
Q2 		$2.22M Buy
154,361
+83,552
+118% +$1.23M 0.02% 613
2018
Q1 		$1.05M Buy
70,809
+16,688
+31% +$241K 0.01% 915
2017
Q4 		$782K Sell
54,121
-38,231
-41% -$552K 0.01% 1041
2017
Q3 		$1.38M Buy
92,352
+33
+0% +$489 0.02% 684
2017
Q2 		$1.38M Buy
92,319
+15,185
+20% +$226K 0.02% 657
2017
Q1 		$1.17M Buy
77,134
+8,158
+12% +$123K 0.02% 664
2016
Q4 		$1.02M Buy
68,976
+23,329
+51% +$334K 0.02% 666
2016
Q3 		$645K Buy
45,647
+9,094
+25% +$123K 0.01% 906
2016
Q2 		$478K Buy
36,553
+1,596
+5% +$20.8K 0.01% 952
2016
Q1 		$448K Sell
34,957
-1,443
-4% -$17.4K 0.01% 959
2015
Q4 		$452K Buy
36,400
+3,346
+10% +$42.5K 0.01% 893
2015
Q3 		$436K Sell
33,054
-12,553
-28% -$171K 0.01% 824
2015
Q2 		$627K Buy
45,607
+15,232
+50% +$220K 0.02% 700
2015
Q1 		$439K Sell
30,375
-6,230
-17% -$87.1K 0.01% 858
2014
Q4 		$501K Sell
36,605
-14,894
-29% -$208K 0.02% 778
2014
Q3 		$741K Sell
51,499
-1,173
-2% -$17.1K 0.02% 628
2014
Q2 		$783K Buy
52,672
+5,600
+12% +$83.1K 0.03% 541
2014
Q1 		$714K Hold
47,072
– – 0.03% 551
2013
Q4 		$709K Sell
47,072
-4,040
-8% -$62K 0.03% 506
2013
Q3 		$789K Sell
51,112
-12,550
-20% -$200K 0.03% 442
2013
Q2 		$1.04M Buy
+63,662
New +$1.07M 0.05% 315

Other funds holding EFR

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $454M AUM 32.9% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Cambridge Investment Research Advisors's EFR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 0.47% in Q2 2026, buying an estimated $2.26K and bringing the position to 46,251 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Cambridge Investment Research Advisors first reported a position in EFR in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.56M in Q4 2024. 26 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Cambridge Investment Research Advisors held 46,251 shares of Eaton Vance Senior Floating-Rate Fund worth $490K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 215 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $2.26K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2761 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $7.56M in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.