KAS
EVF

Kestra Advisory Services’s Eaton Vance Senior Income Trust EVF Stock Holding History

Kestra Advisory Services’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.5K Buy
15,731
+10,645
+209% +$55.1K ﹤0.01% 3045
2025
Q4 		$26.8K Buy
+5,086
New +$27.4K ﹤0.01% 4352
2025
Q3 		– Sell
-16,671
Closed -$94.9K – 2935
2025
Q2 		$94.9K Buy
+16,671
New +$93.4K ﹤0.01% 2740
2025
Q1 		– Sell
-16,173
Closed -$99.3K – 2798
2024
Q4 		$99.3K Buy
+16,173
New +$101K ﹤0.01% 2571
2024
Q3 		– Sell
-16,447
Closed -$104K – 2612
2024
Q2 		$104K Sell
16,447
-2,828
-15% -$18.1K ﹤0.01% 2516
2024
Q1 		$123K Buy
19,275
+6,892
+56% +$44.4K ﹤0.01% 2355
2023
Q4 		$78.1K Buy
+12,383
New +$74.4K ﹤0.01% 2202
2021
Q4 		– Sell
-27,705
Closed -$195K – 2072
2021
Q3 		$195K Buy
27,705
+21
+0.1% +$143 ﹤0.01% 1978
2021
Q2 		$188K Buy
27,684
+10,923
+65% +$73.4K ﹤0.01% 1882
2021
Q1 		$111K Sell
16,761
-30,026
-64% -$198K ﹤0.01% 1804
2020
Q4 		$297K Buy
46,787
+29,891
+177% +$183K ﹤0.01% 1477
2020
Q3 		$99K Buy
+16,896
New +$96.7K ﹤0.01% 1363

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services's EVF Position: Q1 2026 in Review

Kestra Advisory Services increased its Eaton Vance Senior Income Trust (EVF) stake by 209% in Q1 2026, buying an estimated $55.1K and bringing the position to 15,731 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Kestra Advisory Services first reported a position in EVF in Q3 2020 and has held it in 12 quarters since. The position peaked at $297K in Q4 2020. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Kestra Advisory Services held 15,731 shares of Eaton Vance Senior Income Trust worth $78.5K as of Q1 2026.
  • Kestra Advisory Services bought 10,645 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $55.1K.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3045 holding.
  • Kestra Advisory Services first reported a position in Eaton Vance Senior Income Trust in Q3 2020 and has held it in 12 quarters since.
  • Kestra Advisory Services's Eaton Vance Senior Income Trust position peaked at $297K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.