Bank of Ann Arbor’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Bank of Ann Arbor’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$142K	Buy	+5,100	New	+$144K	0.02%	234

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingstone Capital Partners Texas Frisco, Texas $202M AUM 23.26% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Ann Arbor's EVT Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2026: 5,100 shares worth $142K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings.

130 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

Bank of Ann Arbor held 5,100 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $142K as of Q3 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Bank of Ann Arbor position in Q3 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Bank of Ann Arbor's portfolio in Q3 2026, its #234 holding.
130 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.