FMC
EVV

First Merchants Corp’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

First Merchants Corp’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 		$197K Hold
21,000
– – 0.01% 340
2026
Q1 		$198K Sell
21,000
-30,000
-59% -$292K 0.01% 334
2025
Q4 		$505K Buy
+51,000
New +$511K 0.02% 261

Other funds holding EVV

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

First Merchants Corp's EVV Position: Q2 2026 in Review

First Merchants Corp held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 21,000 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #340.

First Merchants Corp first reported a position in EVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $505K in Q4 2025. 27 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • First Merchants Corp held 21,000 shares of Eaton Vance Limited Duration Income Fund worth $197K as of Q2 2026.
  • First Merchants Corp left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of First Merchants Corp's portfolio in Q2 2026, its #340 holding.
  • First Merchants Corp first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 3 quarters since.
  • First Merchants Corp's Eaton Vance Limited Duration Income Fund position peaked at $505K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.