Eastern Bank’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Eastern Bank’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	$93K	Hold	11,000	–	–	﹤0.01%	532
2026 Q2	$103K	Hold	11,000	–	–	﹤0.01%	498
2026 Q1	$104K	Sell	11,000 -2,000	-15%	-$19.5K	﹤0.01%	459
2025 Q4	$129K	Hold	13,000	–	–	﹤0.01%	427
2025 Q3	$132K	Buy	13,000 +2,000	+18%	+$20.4K	﹤0.01%	417
2025 Q2	$113K	Hold	11,000	–	–	﹤0.01%	436
2025 Q1	$110K	Hold	11,000	–	–	﹤0.01%	441
2024 Q4	$107K	Buy	11,000 +1,000	+10%	+$10.2K	﹤0.01%	456
2024 Q3	$105K	Buy	+10,000	New	+$101K	﹤0.01%	455

Other funds holding EVV

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank's EVV Position: Q3 2026 in Review

Eastern Bank held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2026 at 11,000 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Eastern Bank first reported a position in EVV in Q3 2024 and has held it in 9 quarters since. The position peaked at $132K in Q3 2025. 12 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

Eastern Bank held 11,000 shares of Eaton Vance Limited Duration Income Fund worth $93K as of Q3 2026.
Eastern Bank left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #532 holding.
Eastern Bank first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's Eaton Vance Limited Duration Income Fund position peaked at $132K in Q3 2025.
12 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.