EFG
EVF

Ethos Financial Group’s Eaton Vance Senior Income Trust EVF Stock Holding History

Ethos Financial Group’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 		$577K Hold
109,439
– – 0.04% 286
2025
Q4 		$577K Sell
109,439
-13,016
-11% -$70K 0.04% 270
2025
Q3 		$671K Buy
122,455
+5,858
+5% +$32.7K 0.05% 228
2025
Q2 		$663K Buy
116,597
+19,096
+20% +$107K 0.06% 224
2025
Q1 		$569K Buy
+97,501
New +$596K 0.05% 212

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

Ethos Financial Group's EVF Position: Q1 2026 in Review

Ethos Financial Group held its Eaton Vance Senior Income Trust (EVF) position steady in Q1 2026 at 109,439 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #286.

Ethos Financial Group first reported a position in EVF in Q1 2025 and has held it in 5 quarters since. The position peaked at $671K in Q3 2025. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Ethos Financial Group held 109,439 shares of Eaton Vance Senior Income Trust worth $577K as of Q1 2026.
  • Ethos Financial Group left its Eaton Vance Senior Income Trust share count unchanged in Q1 2026.
  • Eaton Vance Senior Income Trust made up 0.04% of Ethos Financial Group's portfolio in Q1 2026, its #286 holding.
  • Ethos Financial Group first reported a position in Eaton Vance Senior Income Trust in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's Eaton Vance Senior Income Trust position peaked at $671K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.