Mechanics Financial Corp’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Mechanics Financial Corp’s Portfolio EOT Stock Details EOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$85.6K	Hold	5,000	–	–	0.04%	154
2025 Q4	$84.5K	Hold	5,000	–	–	0.03%	152
2025 Q3	$83.2K	Hold	5,000	–	–	0.03%	150
2025 Q2	$81.2K	Hold	5,000	–	–	0.03%	146
2025 Q1	$83.3K	Hold	5,000	–	–	0.04%	145
2024 Q4	$82.3K	Buy	+5,000	New	+$87K	0.04%	144

Other funds holding EOT

1CP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mechanics Financial Corp's EOT Position: Q1 2026 in Review

Mechanics Financial Corp held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q1 2026 at 5,000 shares worth $85.6K. The position accounts for 0.04% of the portfolio, ranked #154.

Mechanics Financial Corp first reported a position in EOT in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

Mechanics Financial Corp held 5,000 shares of Eaton Vance National Municipal Opportunities Trust worth $85.6K as of Q1 2026.
Mechanics Financial Corp left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q1 2026.
Eaton Vance National Municipal Opportunities Trust made up 0.04% of Mechanics Financial Corp's portfolio in Q1 2026, its #154 holding.
Mechanics Financial Corp first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

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