HRT Financial’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

HRT Financial’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	$132K	Buy	+12,521	New	+$132K	﹤0.01%	3534
2024 Q2	–	Sell	-26,264	Closed	-$342K	–	2432
2024 Q1	$342K	Buy	+26,264	New	+$341K	﹤0.01%	1478
2023 Q2	–	Sell	-10,300	Closed	-$116K	–	2650
2023 Q1	$116K	Buy	+10,300	New	+$120K	﹤0.01%	2031
2022 Q2	–	Sell	-31,762	Closed	-$425K	–	3106
2022 Q1	$425K	Buy	+31,762	New	+$446K	﹤0.01%	1963

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

HRT Financial's EFR Position: Q2 2026 in Review

HRT Financial opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2026: 12,521 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #3534 among its holdings. This is a return to the name: HRT Financial previously reported a position in EFR as recently as Q1 2024.

HRT Financial first reported a position in EFR in Q1 2022 and has held it in 4 quarters since. The position peaked at $425K in Q1 2022. 98 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

HRT Financial held 12,521 shares of Eaton Vance Senior Floating-Rate Fund worth $132K as of Q2 2026.
Eaton Vance Senior Floating-Rate Fund was a new HRT Financial position in Q2 2026.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3534 holding.
HRT Financial first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2022 and has held it in 4 quarters since.
HRT Financial's Eaton Vance Senior Floating-Rate Fund position peaked at $425K in Q1 2022.
98 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.