HI
EFR

Harbour Investments’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Harbour Investments’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
Q1 		$2.44K Hold
232
– – ﹤0.01% 3853
2025
Q4 		$2.58K Sell
232
-1,500
-87% -$16.8K ﹤0.01% 3240
2025
Q3 		$19.8K Hold
1,732
– – ﹤0.01% 2342
2025
Q2 		$21K Hold
1,732
– – ﹤0.01% 2210
2025
Q1 		$21.2K Hold
1,732
– – ﹤0.01% 2168
2024
Q4 		$22.2K Hold
1,732
– – ﹤0.01% 2080
2024
Q3 		$22.1K Hold
1,732
– – ﹤0.01% 2009
2024
Q2 		$22.7K Hold
1,732
– – ﹤0.01% 1900
2024
Q1 		$22.6K Hold
1,732
– – ﹤0.01% 1900
2023
Q4 		$21.9K Hold
1,732
– – ﹤0.01% 1839
2023
Q3 		$21K Sell
1,732
-300
-15% -$3.61K ﹤0.01% 1729
2023
Q2 		$23.9K Sell
2,032
-300
-13% -$3.41K ﹤0.01% 1685
2023
Q1 		$26.4K Hold
2,332
– – ﹤0.01% 1623
2022
Q4 		$25.5K Sell
2,332
-900
-28% -$10.1K ﹤0.01% 1577
2022
Q3 		$40K Hold
3,232
– – ﹤0.01% 1354
2022
Q2 		$40K Buy
+3,232
New +$40.4K ﹤0.01% 1354
2021
Q4 		$41K Sell
2,801
-500
-15% -$7.48K ﹤0.01% 1346
2021
Q3 		$48K Sell
3,301
-450
-12% -$6.41K ﹤0.01% 1789
2021
Q2 		$53K Hold
3,751
– – ﹤0.01% 1780
2021
Q1 		$52K Buy
+3,751
New +$50.5K ﹤0.01% 1678

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Harbour Investments's EFR Position: Q1 2026 in Review

Harbour Investments held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q1 2026 at 232 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3853.

Harbour Investments first reported a position in EFR in Q1 2021 and has held it in 20 quarters since. The position peaked at $53K in Q2 2021. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • Harbour Investments held 232 shares of Eaton Vance Senior Floating-Rate Fund worth $2.44K as of Q1 2026.
  • Harbour Investments left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q1 2026.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3853 holding.
  • Harbour Investments first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Eaton Vance Senior Floating-Rate Fund position peaked at $53K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.