LPL Financial
EVF

LPL Financial’s Eaton Vance Senior Income Trust EVF Stock Holding History

LPL Financial’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 		$253K Sell
50,671
-7,509
-13% -$38.8K ﹤0.01% 5320
2025
Q4 		$307K Buy
58,180
+8,665
+17% +$46.6K ﹤0.01% 5134
2025
Q3 		$271K Buy
49,515
+7,944
+19% +$44.3K ﹤0.01% 5130
2025
Q2 		$237K Sell
41,571
-15,515
-27% -$86.9K ﹤0.01% 4961
2025
Q1 		$333K Buy
57,086
+9,034
+19% +$55.2K ﹤0.01% 4500
2024
Q4 		$295K Sell
48,052
-3,517
-7% -$21.9K ﹤0.01% 4541
2024
Q3 		$319K Sell
51,569
-3,045
-6% -$19.1K ﹤0.01% 4377
2024
Q2 		$346K Buy
54,614
+2,502
+5% +$16K ﹤0.01% 4158
2024
Q1 		$331K Sell
52,112
-7,386
-12% -$47.5K ﹤0.01% 4124
2023
Q4 		$375K Sell
59,498
-12,123
-17% -$72.9K ﹤0.01% 3904
2023
Q3 		$423K Buy
71,621
+388
+0.5% +$2.19K ﹤0.01% 3620
2023
Q2 		$389K Sell
71,233
-224
-0.3% -$1.19K ﹤0.01% 3656
2023
Q1 		$382K Sell
71,457
-16,388
-19% -$90.3K ﹤0.01% 3546
2022
Q4 		$463K Buy
87,845
+707
+0.8% +$3.78K ﹤0.01% 3321
2022
Q3 		$459K Sell
87,138
-3,258
-4% -$18.2K ﹤0.01% 3232
2022
Q2 		$494K Buy
90,396
+3,244
+4% +$19K ﹤0.01% 3215
2022
Q1 		$554K Buy
87,152
+14,223
+20% +$94.1K ﹤0.01% 3122
2021
Q4 		$492K Buy
72,929
+4,191
+6% +$28.9K ﹤0.01% 3294
2021
Q3 		$485K Buy
68,738
+26,665
+63% +$182K ﹤0.01% 3246
2021
Q2 		$286K Buy
42,073
+11,055
+36% +$74.3K ﹤0.01% 3622
2021
Q1 		$206K Buy
31,018
+141
+0.5% +$928 ﹤0.01% 3749
2020
Q4 		$196K Sell
30,877
-5,866
-16% -$36K ﹤0.01% 3535
2020
Q3 		$216K Sell
36,743
-6,417
-15% -$36.7K ﹤0.01% 3147
2020
Q2 		$230K Buy
43,160
+10,614
+33% +$54.4K ﹤0.01% 3030
2020
Q1 		$150K Buy
32,546
+5,070
+18% +$30.1K ﹤0.01% 2898
2019
Q4 		$176K Buy
27,476
+60
+0.2% +$374 ﹤0.01% 3133
2019
Q3 		$168K Sell
27,416
-2,615
-9% -$16.2K ﹤0.01% 3064
2019
Q2 		$187K Sell
30,031
-13,736
-31% -$85.6K ﹤0.01% 3042
2019
Q1 		$269K Buy
43,767
+7,213
+20% +$44.2K ﹤0.01% 2730
2018
Q4 		$219K Sell
36,554
-19,273
-35% -$119K ﹤0.01% 2742
2018
Q3 		$360K Sell
55,827
-5,398
-9% -$34.7K ﹤0.01% 2518
2018
Q2 		$391K Buy
61,225
+33,147
+118% +$220K ﹤0.01% 2413
2018
Q1 		$191K Buy
+28,078
New +$183K ﹤0.01% 2964
2017
Q2 		– Sell
-75,892
Closed -$512K – 2861
2017
Q1 		$512K Buy
75,892
+2,838
+4% +$19.3K ﹤0.01% 1783
2016
Q4 		$488K Sell
73,054
-3,804
-5% -$24.6K ﹤0.01% 1768
2016
Q3 		$490K Sell
76,858
-188
-0.2% -$1.17K ﹤0.01% 1734
2016
Q2 		$465K Sell
77,046
-67,560
-47% -$400K ﹤0.01% 1737
2016
Q1 		$831K Buy
144,606
+6,010
+4% +$33.2K ﹤0.01% 1808
2015
Q4 		$802K Buy
138,596
+59,770
+76% +$354K ﹤0.01% 1851
2015
Q3 		$467K Sell
78,826
-2,515
-3% -$15.5K ﹤0.01% 1838
2015
Q2 		$506K Buy
81,341
+7,503
+10% +$48.6K ﹤0.01% 1896
2015
Q1 		$480K Buy
73,838
+27,293
+59% +$174K ﹤0.01% 1872
2014
Q4 		$290K Buy
46,545
+4,950
+12% +$31.5K ﹤0.01% 2191
2014
Q3 		$271K Sell
41,595
-6,536
-14% -$43.7K ﹤0.01% 2250
2014
Q2 		$328K Sell
48,131
-4,710
-9% -$32.1K ﹤0.01% 2128
2014
Q1 		$365K Sell
52,841
-39,635
-43% -$278K ﹤0.01% 1996
2013
Q4 		$639K Sell
92,476
-11,093
-11% -$77.5K ﹤0.01% 1558
2013
Q3 		$723K Sell
103,569
-1,330
-1% -$9.6K ﹤0.01% 1391
2013
Q2 		$789K Buy
+104,899
New +$794K 0.01% 1268

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

LPL Financial's EVF Position: Q1 2026 in Review

LPL Financial reduced its Eaton Vance Senior Income Trust (EVF) stake by 13% in Q1 2026, selling an estimated $38.8K and leaving 50,671 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #5320.

LPL Financial first reported a position in EVF in Q2 2013 and has held it in 49 quarters since. The position peaked at $831K in Q1 2016. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • LPL Financial held 50,671 shares of Eaton Vance Senior Income Trust worth $253K as of Q1 2026.
  • LPL Financial sold 7,509 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $38.8K.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5320 holding.
  • LPL Financial first reported a position in Eaton Vance Senior Income Trust in Q2 2013 and has held it in 49 quarters since.
  • LPL Financial's Eaton Vance Senior Income Trust position peaked at $831K in Q1 2016.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.