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 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gridiron Partners's EFR Position: Q2 2026 in Review

Gridiron Partners increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 525% in Q2 2026, buying an estimated $3.83M and bringing the position to 433,896 shares worth $4.6M. The position accounts for 2.41% of the portfolio, ranked #8.

Gridiron Partners first reported a position in EFR in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Gridiron Partners held 433,896 shares of Eaton Vance Senior Floating-Rate Fund worth $4.6M as of Q2 2026.
Gridiron Partners bought 364,446 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $3.83M.
Eaton Vance Senior Floating-Rate Fund made up 2.41% of Gridiron Partners's portfolio in Q2 2026, its #8 holding.
Gridiron Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and has held it in 3 quarters since.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Gridiron Partners's 13F filing for Q2 2026, filed 5 Aug 2026.