JFS Wealth Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

JFS Wealth Advisors’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	$636	Buy	+60	New	+$631	﹤0.01%	1910

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

JFS Wealth Advisors's EFR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2026: 60 shares worth $636. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings.

99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

JFS Wealth Advisors held 60 shares of Eaton Vance Senior Floating-Rate Fund worth $636 as of Q2 2026.
Eaton Vance Senior Floating-Rate Fund was a new JFS Wealth Advisors position in Q2 2026.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1910 holding.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.