Larson Financial Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Larson Financial Group’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.1K	Hold	4,735	–	–	﹤0.01%	1226
2026 Q1	$88.9K	Sell	4,735 -754	-14%	-$15.2K	﹤0.01%	1049
2025 Q4	$113K	Hold	5,489	–	–	﹤0.01%	891
2025 Q3	$115K	Hold	5,489	–	–	﹤0.01%	859
2025 Q2	$115K	Hold	5,489	–	–	﹤0.01%	808
2025 Q1	$103K	Hold	5,489	–	–	﹤0.01%	793
2024 Q4	$114K	Hold	5,489	–	–	0.01%	703
2024 Q3	$111K	Hold	5,489	–	–	0.01%	706
2024 Q2	$107K	Hold	5,489	–	–	0.01%	633
2024 Q1	$100K	Hold	5,489	–	–	0.01%	543
2023 Q4	$91K	Hold	5,489	–	–	0.01%	507
2023 Q3	$87K	Sell	5,489 -1,400	-20%	-$23K	0.01%	479
2023 Q2	$114K	Sell	6,889 -2,319	-25%	-$36.3K	0.01%	407
2023 Q1	$140K	Sell	9,208 -203	-2%	-$3.16K	0.02%	372
2022 Q4	$141K	Sell	9,411 -202	-2%	-$3.2K	0.02%	355
2022 Q3	$136K	Buy	+9,613	New	+$151K	0.02%	322

Other funds holding EOI

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Larson Financial Group's EOI Position: Q2 2026 in Review

Larson Financial Group held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 4,735 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Larson Financial Group first reported a position in EOI in Q3 2022 and has held it in 16 quarters since. The position peaked at $141K in Q4 2022. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

Larson Financial Group held 4,735 shares of Eaton Vance Enhanced Equity Income Fund worth $93.1K as of Q2 2026.
Larson Financial Group left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1226 holding.
Larson Financial Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2022 and has held it in 16 quarters since.
Larson Financial Group's Eaton Vance Enhanced Equity Income Fund position peaked at $141K in Q4 2022.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.