Jones Financial Companies’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Jones Financial Companies’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.9K	Buy	+3,539	New	+$34.5K	﹤0.01%	3116

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's EVV Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026: 3,539 shares worth $31.9K. The stake represents ﹤0.01% of the portfolio and ranks #3116 among its holdings.

136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Jones Financial Companies held 3,539 shares of Eaton Vance Limited Duration Income Fund worth $31.9K as of Q1 2026.
Eaton Vance Limited Duration Income Fund was a new Jones Financial Companies position in Q1 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3116 holding.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.