Gridiron Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Gridiron Partners’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	$4.72M	Buy	453,696 +19,800	+5%	+$209K	2.37%	9
2026 Q2	$4.6M	Buy	433,896 +364,446	+525%	+$3.83M	2.41%	8
2026 Q1	$732K	Buy	+69,450	New	+$755K	0.45%	26
2025 Q4	–	Sell	-288,416	Closed	-$80.8K	–	64
2025 Q3	$80.8K	Buy	+288,416	New	+$3.4M	0.05%	62

Other funds holding EFR

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gridiron Partners's EFR Position: Q3 2026 in Review

Gridiron Partners increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 4.6% in Q3 2026, buying an estimated $209K and bringing the position to 453,696 shares worth $4.72M. The position accounts for 2.37% of the portfolio, ranked #9.

Gridiron Partners first reported a position in EFR in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold EFR as of Q3 2026.

Gridiron Partners held 453,696 shares of Eaton Vance Senior Floating-Rate Fund worth $4.72M as of Q3 2026.
Gridiron Partners bought 19,800 Eaton Vance Senior Floating-Rate Fund shares in Q3 2026, an estimated $209K.
Eaton Vance Senior Floating-Rate Fund made up 2.37% of Gridiron Partners's portfolio in Q3 2026, its #9 holding.
Gridiron Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.