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 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 $324B AUM 22.36% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Kingstone Capital Partners Texas's EVT Position: Q1 2026 in Review

Kingstone Capital Partners Texas increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 11% in Q1 2026, buying an estimated $830K and bringing the position to 341,625 shares worth $8.39M. The position accounts for 5.16% of the portfolio, ranked #4.

Kingstone Capital Partners Texas first reported a position in EVT in Q4 2024 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Kingstone Capital Partners Texas held 341,625 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $8.39M as of Q1 2026.
Kingstone Capital Partners Texas bought 32,499 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $830K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 5.16% of Kingstone Capital Partners Texas's portfolio in Q1 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 6 quarters since.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.