CAM
EVF

Concorde Asset Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Concorde Asset Management’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,780
Closed -$83.2K – 215
2025
Q4 		$83.2K Hold
15,780
– – 0.03% 240
2025
Q3 		$86.7K Buy
+15,780
New +$88K 0.04% 219
2025
Q1 		$97.2K Hold
17,180
– – 0.05% 170
2024
Q4 		$105K Hold
17,180
– – 0.06% 178
2024
Q3 		$106K Buy
+17,180
New +$108K 0.06% 171

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concorde Asset Management's EVF Position: Q1 2026 in Review

Concorde Asset Management sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2026, closing a stake of 15,780 shares — an estimated $83.2K sold.

Concorde Asset Management first reported a position in EVF in Q3 2024 and held it in 5 quarters. The position peaked at $106K in Q3 2024. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Concorde Asset Management reported no remaining Eaton Vance Senior Income Trust position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 15,780 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $83.2K.
  • Concorde Asset Management first reported a position in Eaton Vance Senior Income Trust in Q3 2024 and held it in 5 quarters.
  • Concorde Asset Management's Eaton Vance Senior Income Trust position peaked at $106K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.