Mariner
EVT icon

Mariner’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Mariner’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 		$979K Sell
39,893
-4,669
-10% -$119K ﹤0.01% 1991
2025
Q4 		$1.12M Buy
44,562
+3,081
+7% +$75.2K ﹤0.01% 1868
2025
Q3 		$1.01M Buy
41,481
+3,859
+10% +$93.2K ﹤0.01% 1893
2025
Q2 		$907K Buy
37,622
+249
+0.7% +$5.66K ﹤0.01% 1868
2025
Q1 		$870K Buy
37,373
+2,850
+8% +$68.2K ﹤0.01% 1795
2024
Q4 		$830K Buy
34,523
+1,120
+3% +$27.7K ﹤0.01% 1785
2024
Q3 		$825K Buy
33,403
+1,025
+3% +$24.5K ﹤0.01% 1757
2024
Q2 		$754K Sell
32,378
-267
-0.8% -$6.2K ﹤0.01% 1717
2024
Q1 		$770K Hold
32,645
– – ﹤0.01% 1699
2023
Q4 		$726K Sell
32,645
-1,265
-4% -$26.1K ﹤0.01% 1668
2023
Q3 		$718K Sell
33,910
-2,900
-8% -$65.5K ﹤0.01% 1529
2023
Q2 		$837K Sell
36,810
-1,435
-4% -$31.9K ﹤0.01% 1407
2023
Q1 		$865K Sell
38,245
-250
-0.6% -$5.82K ﹤0.01% 1354
2022
Q4 		$878K Buy
38,495
+5,813
+18% +$136K ﹤0.01% 1310
2022
Q3 		$711K Sell
32,682
-4,000
-11% -$99.1K ﹤0.01% 1221
2022
Q2 		$876K Buy
36,682
+4,000
+12% +$101K ﹤0.01% 948
2022
Q1 		$947K Sell
32,682
-1,062
-3% -$29.4K ﹤0.01% 951
2021
Q4 		$1M Buy
33,744
+267
+0.8% +$7.69K ﹤0.01% 826
2021
Q3 		$919K Buy
33,477
+333
+1% +$9.29K ﹤0.01% 722
2021
Q2 		$916K Hold
33,144
– – 0.01% 682
2021
Q1 		$871K Sell
33,144
-1,247
-4% -$30.6K 0.01% 642
2020
Q4 		$813K Buy
34,391
+2,013
+6% +$43.4K 0.01% 603
2020
Q3 		$638K Sell
32,378
-750
-2% -$14.9K 0.01% 575
2020
Q2 		$637K Sell
33,128
-6,672
-17% -$125K 0.01% 564
2020
Q1 		$670K Sell
39,800
-14,200
-26% -$325K 0.01% 540
2019
Q4 		$1.38M Sell
54,000
-864
-2% -$21.5K 0.01% 449
2019
Q3 		$1.35M Buy
+54,864
New +$1.32M 0.02% 427

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Mariner's EVT Position: Q1 2026 in Review

Mariner reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 10% in Q1 2026, selling an estimated $119K and leaving 39,893 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Mariner first reported a position in EVT in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.38M in Q4 2019. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Mariner held 39,893 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $979K as of Q1 2026.
  • Mariner sold 4,669 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $119K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1991 holding.
  • Mariner first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2019 and has held it in 27 quarters since.
  • Mariner's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.38M in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.