FFA
EFR

Farther Finance Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Farther Finance Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2K Buy
965
+132
+16% +$1.39K ﹤0.01% 4404
2026
Q1 		$8.67K Sell
833
-86
-9% -$934 ﹤0.01% 4201
2025
Q4 		$10.2K Hold
919
– – ﹤0.01% 3888
2025
Q3 		$10.5K Buy
+919
New +$10.8K ﹤0.01% 3422
2024
Q1 		– Sell
-925
Closed -$11.7K – 3630
2023
Q4 		$11.7K Buy
+925
New +$11.3K ﹤0.01% 1549

Other funds holding EFR

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's EFR Position: Q2 2026 in Review

Farther Finance Advisors increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 16% in Q2 2026, buying an estimated $1.39K and bringing the position to 965 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4404.

Farther Finance Advisors first reported a position in EFR in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.7K in Q4 2023. 15 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Farther Finance Advisors held 965 shares of Eaton Vance Senior Floating-Rate Fund worth $10.2K as of Q2 2026.
  • Farther Finance Advisors bought 132 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $1.39K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4404 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2023 and has held it in 5 quarters since.
  • Farther Finance Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $11.7K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.