MWM
EVF

Melfa Wealth Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Melfa Wealth Management’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 		$361K Buy
72,297
+25,750
+55% +$133K 0.21% 105
2025
Q4 		$245K Hold
46,547
– – 0.14% 151
2025
Q3 		$255K Buy
46,547
+17,750
+62% +$99K 0.15% 149
2025
Q2 		$164K Buy
28,797
+9,000
+45% +$50.4K 0.1% 179
2025
Q1 		$116K Hold
19,797
– – 0.08% 190
2024
Q4 		$122K Hold
19,797
– – 0.08% 190
2024
Q3 		$122K Hold
19,797
– – 0.08% 189
2024
Q2 		$126K Hold
19,797
– – 0.09% 188
2024
Q1 		$126K Hold
19,797
– – 0.09% 182
2023
Q4 		$125K Hold
19,797
– – 0.12% 132
2023
Q3 		$117K Hold
19,797
– – 0.13% 126
2023
Q2 		$108K Hold
19,797
– – 0.11% 132
2023
Q1 		$106K Buy
19,797
+160
+0.8% +$882 0.11% 132
2022
Q4 		$103K Buy
+19,637
New +$105K 0.11% 128

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

Melfa Wealth Management's EVF Position: Q1 2026 in Review

Melfa Wealth Management increased its Eaton Vance Senior Income Trust (EVF) stake by 55% in Q1 2026, buying an estimated $133K and bringing the position to 72,297 shares worth $361K. The position accounts for 0.21% of the portfolio, ranked #105.

Melfa Wealth Management first reported a position in EVF in Q4 2022 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Melfa Wealth Management held 72,297 shares of Eaton Vance Senior Income Trust worth $361K as of Q1 2026.
  • Melfa Wealth Management bought 25,750 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $133K.
  • Eaton Vance Senior Income Trust made up 0.21% of Melfa Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Melfa Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q4 2022 and has held it in 14 quarters since.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.