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

Concurrent Investment 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	$162K	Buy	15,338 +9	+0.1%	+$98	﹤0.01%	1778
2025 Q4	$171K	Buy	15,329 +9	+0.1%	+$101	﹤0.01%	1659
2025 Q3	$175K	Buy	15,320 +403	+3%	+$4.75K	﹤0.01%	1374
2025 Q2	$181K	Hold	14,917	–	–	﹤0.01%	1283
2025 Q1	$183K	Hold	14,917	–	–	﹤0.01%	1142
2024 Q4	$191K	Hold	14,917	–	–	0.01%	1000
2024 Q3	$190K	Hold	14,917	–	–	0.01%	950
2024 Q2	$195K	Sell	14,917 -1	-0%	-$13	0.01%	882
2024 Q1	$194K	Hold	14,918	–	–	0.01%	810
2023 Q4	$189K	Buy	+14,918	New	+$182K	0.01%	779

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

Concurrent Investment Advisors's EFR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 0.06% in Q1 2026, buying an estimated $98 and bringing the position to 15,338 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Concurrent Investment Advisors first reported a position in EFR in Q4 2023 and has held it in 10 quarters since. The position peaked at $195K in Q2 2024. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

Concurrent Investment Advisors held 15,338 shares of Eaton Vance Senior Floating-Rate Fund worth $162K as of Q1 2026.
Concurrent Investment Advisors bought 9 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $98.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1778 holding.
Concurrent Investment Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $195K in Q2 2024.
97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.