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Farther Finance Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Farther Finance Advisors’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.9K Sell
1,522
-1,050
-41% -$9.5K ﹤0.01% 4463
2026
Q2 		$24.1K Sell
2,572
-266
-9% -$2.49K ﹤0.01% 3837
2026
Q1 		$26.7K Buy
2,838
+1,050
+59% +$10.2K ﹤0.01% 3454
2025
Q4 		$17.7K Buy
1,788
+1,522
+572% +$15.3K ﹤0.01% 3523
2025
Q3 		$2.7K Hold
266
– – ﹤0.01% 4024
2025
Q2 		$2.73K Hold
266
– – ﹤0.01% 3592
2025
Q1 		$2.67K Hold
266
– – ﹤0.01% 3274
2024
Q4 		$2.6K Sell
266
-3,007
-92% -$30.7K ﹤0.01% 2906
2024
Q3 		$34.4K Hold
3,273
– – ﹤0.01% 1835
2024
Q2 		$31.8K Buy
3,273
+3,007
+1,130% +$29.1K ﹤0.01% 1595
2024
Q1 		$2.58K Hold
266
– – ﹤0.01% 2381
2023
Q4 		$2.55K Hold
266
– – ﹤0.01% 2329
2023
Q3 		$2.4K Buy
+266
New +$2.47K ﹤0.01% 1784

Other funds holding EVV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Farther Finance Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 41% in Q3 2026, selling an estimated $9.5K and leaving 1,522 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4463.

Farther Finance Advisors first reported a position in EVV in Q3 2023 and has held it in 13 quarters since. The position peaked at $34.4K in Q3 2024. 9 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • Farther Finance Advisors held 1,522 shares of Eaton Vance Limited Duration Income Fund worth $12.9K as of Q3 2026.
  • Farther Finance Advisors sold 1,050 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $9.5K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4463 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Eaton Vance Limited Duration Income Fund position peaked at $34.4K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

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