MB, Levis & Associates’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

MB, Levis & Associates’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	$5.56K	Buy	+201	New	+$5.28K	﹤0.01%	195

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

MB, Levis & Associates's EVT Position: Q2 2026 in Review

MB, Levis & Associates opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 201 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #195 among its holdings.

157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

MB, Levis & Associates held 201 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $5.56K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new MB, Levis & Associates position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #195 holding.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.