EW
EVF

Element Wealth’s Eaton Vance Senior Income Trust EVF Stock Holding History

Element Wealth’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 		$63.2K Buy
12,656
+138
+1% +$714 0.03% 207
2025
Q4 		$66K Sell
12,518
-1,300
-9% -$6.99K 0.03% 202
2025
Q3 		$75.7K Buy
13,818
+68
+0.5% +$379 0.03% 196
2025
Q2 		$78.2K Buy
13,750
+169
+1% +$947 0.04% 185
2025
Q1 		$79.3K Buy
13,581
+156
+1% +$954 0.04% 162
2024
Q4 		$82.4K Buy
13,425
+162
+1% +$1.01K 0.04% 183
2024
Q3 		$82K Buy
13,263
+182
+1% +$1.14K 0.04% 179
2024
Q2 		$82.9K Buy
13,081
+188
+1% +$1.2K 0.05% 167
2024
Q1 		$82K Sell
12,893
-50
-0.4% -$322 0.05% 166
2023
Q4 		$81.7K Buy
12,943
+181
+1% +$1.09K 0.05% 160
2023
Q3 		$75.3K Buy
12,762
+182
+1% +$1.03K 0.05% 157
2023
Q2 		$68.7K Buy
12,580
+180
+1% +$956 0.05% 160
2023
Q1 		$66.3K Buy
12,400
+165
+1% +$910 0.05% 153
2022
Q4 		$64.5K Buy
12,235
+140
+1% +$748 0.05% 148
2022
Q3 		$64K Buy
12,095
+115
+1% +$641 0.06% 139
2022
Q2 		$65K Buy
11,980
+98
+0.8% +$574 0.06% 134
2022
Q1 		$76K Sell
11,882
-93
-0.8% -$615 0.06% 143
2021
Q4 		$81K Buy
11,975
+76
+0.6% +$524 0.06% 126
2021
Q3 		$84K Buy
11,899
+75
+0.6% +$512 0.07% 120
2021
Q2 		$80K Sell
11,824
-2,920
-20% -$19.6K 0.06% 118
2021
Q1 		$98K Sell
14,744
-15,692
-52% -$103K 0.08% 112
2020
Q4 		$194K Sell
30,436
-7,812
-20% -$47.9K 0.18% 91
2020
Q3 		$225K Buy
38,248
+378
+1% +$2.16K 0.24% 79
2020
Q2 		$202K Buy
37,870
+369
+1% +$1.89K 0.23% 75
2020
Q1 		$173K Buy
37,501
+22,469
+149% +$133K 0.24% 72
2019
Q4 		$96K Buy
+15,032
New +$93.6K 0.1% 85

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

Element Wealth's EVF Position: Q1 2026 in Review

Element Wealth increased its Eaton Vance Senior Income Trust (EVF) stake by 1.1% in Q1 2026, buying an estimated $714 and bringing the position to 12,656 shares worth $63.2K. The position accounts for 0.03% of the portfolio, ranked #207.

Element Wealth first reported a position in EVF in Q4 2019 and has held it in 26 quarters since. The position peaked at $225K in Q3 2020. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Element Wealth held 12,656 shares of Eaton Vance Senior Income Trust worth $63.2K as of Q1 2026.
  • Element Wealth bought 138 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $714.
  • Eaton Vance Senior Income Trust made up 0.03% of Element Wealth's portfolio in Q1 2026, its #207 holding.
  • Element Wealth first reported a position in Eaton Vance Senior Income Trust in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Eaton Vance Senior Income Trust position peaked at $225K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.