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

Independent Financial Group’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	–	Sell	-13,427	Closed	-$142K	–	1572
2026 Q1	$142K	Sell	13,427 -354	-3%	-$3.85K	﹤0.01%	1400
2025 Q4	$154K	Buy	13,781 +80	+0.6%	+$897	﹤0.01%	1363
2025 Q3	$157K	Buy	13,701 +26	+0.2%	+$306	﹤0.01%	1310
2025 Q2	$166K	Sell	13,675 -875	-6%	-$10.3K	﹤0.01%	1246
2025 Q1	$178K	Buy	14,550 +200	+1%	+$2.57K	0.01%	1127
2024 Q4	$184K	Buy	+14,350	New	+$184K	0.01%	1107

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

Independent Financial Group's EFR Position: Q2 2026 in Review

Independent Financial Group sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2026, closing a stake of 13,427 shares — an estimated $142K sold.

Independent Financial Group first reported a position in EFR in Q4 2024 and held it in 6 quarters. The position peaked at $184K in Q4 2024. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Independent Financial Group reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 13,427 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $142K.
Independent Financial Group first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2024 and held it in 6 quarters.
Independent Financial Group's Eaton Vance Senior Floating-Rate Fund position peaked at $184K in Q4 2024.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.