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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

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 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.