Kingstone Capital Partners Texas’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Kingstone Capital Partners Texas’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	$10.2M	Buy	369,491 +27,866	+8%	+$732K	5.45%	4
2026 Q1	$8.39M	Buy	341,625 +32,499	+11%	+$830K	5.16%	4
2025 Q4	$7.78M	Buy	309,126 +5,844	+2%	+$143K	4.54%	6
2025 Q3	$7.42M	Buy	303,282 +2,755	+0.9%	+$66.5K	4.3%	9
2025 Q2	$7.24M	Sell	300,527 -34,033	-10%	-$774K	4.73%	5
2025 Q1	$7.79M	Buy	334,560 +32,832	+11%	+$786K	6.27%	3
2024 Q4	$7.26M	Buy	+301,728	New	+$7.46M	5.9%	3

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Kingstone Capital Partners Texas's EVT Position: Q2 2026 in Review

Kingstone Capital Partners Texas increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 8.2% in Q2 2026, buying an estimated $732K and bringing the position to 369,491 shares worth $10.2M. The position accounts for 5.45% of the portfolio, ranked #4.

Kingstone Capital Partners Texas first reported a position in EVT in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Kingstone Capital Partners Texas held 369,491 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $10.2M as of Q2 2026.
Kingstone Capital Partners Texas bought 27,866 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $732K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 5.45% of Kingstone Capital Partners Texas's portfolio in Q2 2026, its #4 holding.
Kingstone Capital Partners Texas first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2024 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q2 2026, filed 11 Aug 2026.