MML Investors Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

MML Investors Services’s Portfolio EFR Stock Details EFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142K	Buy	+13,407	New	+$141K	﹤0.01%	3162
2021 Q2	–	Sell	-11,320	Closed	-$156K	–	1910
2021 Q1	$156K	Sell	11,320 -144	-1%	-$1.94K	﹤0.01%	1750
2020 Q4	$146K	Buy	11,464 +164	+1%	+$2.05K	﹤0.01%	1622
2020 Q3	$131K	Buy	11,300 +164	+1%	+$1.91K	﹤0.01%	1525
2020 Q2	$126K	Sell	11,136 -226	-2%	-$2.45K	﹤0.01%	1466
2020 Q1	$112K	Sell	11,362 -2,058	-15%	-$25.7K	﹤0.01%	1337
2019 Q4	$182K	Buy	13,420 +33	+0.2%	+$430	﹤0.01%	1450
2019 Q3	$175K	Sell	13,387 -16,213	-55%	-$211K	﹤0.01%	1417
2019 Q2	$387K	Buy	29,600 +607	+2%	+$8.05K	0.01%	1160
2019 Q1	$377K	Buy	28,993 +323	+1%	+$4.24K	0.01%	1154
2018 Q4	$360K	Buy	28,670 +932	+3%	+$12.5K	0.01%	1079
2018 Q3	$390K	Buy	+27,738	New	+$393K	0.01%	1139

Other funds holding EFR

1CP

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services's EFR Position: Q2 2026 in Review

MML Investors Services opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2026: 13,407 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #3162 among its holdings. This is a return to the name: MML Investors Services previously reported a position in EFR as recently as Q1 2021.

MML Investors Services first reported a position in EFR in Q3 2018 and has held it in 12 quarters since. The position peaked at $390K in Q3 2018. 98 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

MML Investors Services held 13,407 shares of Eaton Vance Senior Floating-Rate Fund worth $142K as of Q2 2026.
Eaton Vance Senior Floating-Rate Fund was a new MML Investors Services position in Q2 2026.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3162 holding.
MML Investors Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2018 and has held it in 12 quarters since.
MML Investors Services's Eaton Vance Senior Floating-Rate Fund position peaked at $390K in Q3 2018.
98 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.