FFA
EVV

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Farther Finance Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 9.4% in Q2 2026, selling an estimated $2.49K and leaving 2,572 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

Farther Finance Advisors first reported a position in EVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.4K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Farther Finance Advisors held 2,572 shares of Eaton Vance Limited Duration Income Fund worth $24.1K as of Q2 2026.
  • Farther Finance Advisors sold 266 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $2.49K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3837 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Eaton Vance Limited Duration Income Fund position peaked at $34.4K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

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