Concord Wealth Partners
EVV icon

Concord Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Concord Wealth Partners’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
Q3 		$2.38K Buy
282
+6
+2% +$54 ﹤0.01% 695
2026
Q2 		$2.58K Buy
+276
New +$2.58K ﹤0.01% 726
2026
Q1 		– Sell
-263
Closed -$2.61K – 378
2025
Q4 		$2.61K Sell
263
-288
-52% -$2.89K ﹤0.01% 688
2025
Q3 		$5.59K Buy
551
+12
+2% +$122 ﹤0.01% 605
2025
Q2 		$5.53K Sell
539
-1,389
-72% -$13.7K ﹤0.01% 617
2025
Q1 		$19.2K Buy
1,928
+42
+2% +$425 ﹤0.01% 435
2024
Q4 		$18.4K Buy
1,886
+43
+2% +$439 ﹤0.01% 470
2024
Q3 		$19.4K Buy
1,843
+44
+2% +$442 ﹤0.01% 476
2024
Q2 		$17.5K Buy
1,799
+43
+2% +$416 ﹤0.01% 449
2024
Q1 		$17.1K Buy
1,756
+43
+3% +$420 ﹤0.01% 507
2023
Q4 		$16.4K Buy
1,713
+42
+3% +$383 ﹤0.01% 506
2023
Q3 		$15.1K Buy
1,671
+42
+3% +$391 ﹤0.01% 553
2023
Q2 		$15.3K Buy
1,629
+40
+3% +$372 ﹤0.01% 548
2023
Q1 		$15.6K Buy
1,589
+47
+3% +$472 ﹤0.01% 528
2022
Q4 		$14.5K Buy
+1,542
New +$14.9K ﹤0.01% 581
2022
Q3 		– Sell
-1,453
Closed -$15K – 464
2022
Q2 		$15K Buy
1,453
+41
+3% +$439 ﹤0.01% 604
2022
Q1 		$17K Buy
1,412
+35
+3% +$422 ﹤0.01% 662
2021
Q4 		$18K Buy
+1,377
New +$18.1K ﹤0.01% 668

Other funds holding EVV

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Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concord Wealth Partners's EVV Position: Q3 2026 in Review

Concord Wealth Partners increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.2% in Q3 2026, buying an estimated $54 and bringing the position to 282 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Concord Wealth Partners first reported a position in EVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.4K in Q3 2024. 72 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • Concord Wealth Partners held 282 shares of Eaton Vance Limited Duration Income Fund worth $2.38K as of Q3 2026.
  • Concord Wealth Partners bought 6 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $54.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #695 holding.
  • Concord Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 18 quarters since.
  • Concord Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $19.4K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.