Kennebec Savings Bank’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Kennebec Savings Bank’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Buy	796 +600	+306%	+$15.8K	0.02%	211
2026 Q1	$4.81K	Sell	196 -393	-67%	-$10K	﹤0.01%	217
2025 Q4	$14.8K	Hold	589	–	–	0.01%	202
2025 Q3	$14.4K	Hold	589	–	–	0.01%	208
2025 Q2	$14.2K	Hold	589	–	–	0.01%	204
2025 Q1	$13.7K	Hold	589	–	–	0.01%	199
2024 Q4	$14.1K	Hold	589	–	–	0.01%	201
2024 Q3	$14.5K	Buy	+589	New	+$14.1K	0.01%	213

Other funds holding EVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kennebec Savings Bank's EVT Position: Q2 2026 in Review

Kennebec Savings Bank increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 306% in Q2 2026, buying an estimated $15.8K and bringing the position to 796 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #211.

Kennebec Savings Bank first reported a position in EVT in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Kennebec Savings Bank held 796 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $22K as of Q2 2026.
Kennebec Savings Bank bought 600 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $15.8K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Kennebec Savings Bank's portfolio in Q2 2026, its #211 holding.
Kennebec Savings Bank first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2024 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.