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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eastern Bank's EVV Position: Q2 2026 in Review

Eastern Bank held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 11,000 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Eastern Bank first reported a position in EVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $132K in Q3 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Eastern Bank held 11,000 shares of Eaton Vance Limited Duration Income Fund worth $103K as of Q2 2026.
Eastern Bank left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #498 holding.
Eastern Bank first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's Eaton Vance Limited Duration Income Fund position peaked at $132K in Q3 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.