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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
Q3 		$198 Sell
19
-946
-98% -$9.97K ﹤0.01% 5880
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

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's EFR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 98% in Q3 2026, selling an estimated $9.97K and leaving 19 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #5880.

Farther Finance Advisors first reported a position in EFR in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.7K in Q4 2023. 5 funds tracked by Wall St. Rank hold EFR as of Q3 2026.

  • Farther Finance Advisors held 19 shares of Eaton Vance Senior Floating-Rate Fund worth $198 as of Q3 2026.
  • Farther Finance Advisors sold 946 Eaton Vance Senior Floating-Rate Fund shares in Q3 2026, an estimated $9.97K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5880 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2023 and has held it in 6 quarters since.
  • Farther Finance Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $11.7K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.