Cardiff Park Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Cardiff Park 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	Hold	19,883	–	–	0.02%	278
2025 Q4	$221K	Hold	19,883	–	–	0.02%	251
2025 Q3	$227K	Hold	19,883	–	–	0.02%	269
2025 Q2	$241K	Hold	19,883	–	–	0.02%	242
2025 Q1	$244K	Hold	19,883	–	–	0.02%	233
2024 Q4	$255K	Hold	19,883	–	–	0.02%	227
2024 Q3	$254K	Hold	19,883	–	–	0.02%	224
2024 Q2	$260K	Hold	19,883	–	–	0.02%	213
2024 Q1	$259K	Hold	19,883	–	–	0.02%	218
2023 Q4	$252K	Hold	19,883	–	–	0.03%	203
2023 Q3	$241K	Hold	19,883	–	–	0.03%	199
2023 Q2	$234K	Hold	19,883	–	–	0.03%	213
2023 Q1	$225K	Hold	19,883	–	–	0.03%	215
2022 Q4	$218K	Sell	19,883 -15,982	-45%	-$179K	0.03%	222
2022 Q3	$398K	Sell	35,865 -12,018	-25%	-$145K	0.06%	158
2022 Q2	$588K	Sell	47,883 -10,000	-17%	-$125K	0.09%	125
2022 Q1	$776K	Hold	57,883	–	–	0.11%	97
2021 Q4	$854K	Buy	+57,883	New	+$866K	0.11%	90

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cardiff Park Advisors's EFR Position: Q1 2026 in Review

Cardiff Park Advisors held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q1 2026 at 19,883 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #278.

Cardiff Park Advisors first reported a position in EFR in Q4 2021 and has held it in 18 quarters since. The position peaked at $854K in Q4 2021. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

Cardiff Park Advisors held 19,883 shares of Eaton Vance Senior Floating-Rate Fund worth $210K as of Q1 2026.
Cardiff Park Advisors left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q1 2026.
Eaton Vance Senior Floating-Rate Fund made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #278 holding.
Cardiff Park Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $854K in Q4 2021.
97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

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