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
Q2 		$500K Buy
100,497
+28,200
+39% +$140K 0.27% 80
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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Melfa Wealth Management's EVF Position: Q2 2026 in Review

Melfa Wealth Management increased its Eaton Vance Senior Income Trust (EVF) stake by 39% in Q2 2026, buying an estimated $140K and bringing the position to 100,497 shares worth $500K. The position accounts for 0.27% of the portfolio, ranked #80.

Melfa Wealth Management first reported a position in EVF in Q4 2022 and has held it in 15 quarters since. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

  • Melfa Wealth Management held 100,497 shares of Eaton Vance Senior Income Trust worth $500K as of Q2 2026.
  • Melfa Wealth Management bought 28,200 Eaton Vance Senior Income Trust shares in Q2 2026, an estimated $140K.
  • Eaton Vance Senior Income Trust made up 0.27% of Melfa Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Melfa Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q4 2022 and has held it in 15 quarters since.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.