EP Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

EP Wealth Advisors’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$950K	Buy	+48,327	New	+$950K	﹤0.01%	766

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

EP Wealth Advisors's EOI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 48,327 shares worth $950K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

EP Wealth Advisors held 48,327 shares of Eaton Vance Enhanced Equity Income Fund worth $950K as of Q2 2026.
Eaton Vance Enhanced Equity Income Fund was a new EP Wealth Advisors position in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #766 holding.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.