Murray Stahl’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Murray Stahl’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	$212K	Hold	20,001	–	–	﹤0.01%	296
2026 Q1	$211K	Hold	20,001	–	–	﹤0.01%	294
2025 Q4	$223K	Hold	20,001	–	–	﹤0.01%	284
2025 Q3	$229K	Sell	20,001 -7,800	-28%	-$91.9K	﹤0.01%	289
2025 Q2	$337K	Hold	27,801	–	–	﹤0.01%	282
2025 Q1	$341K	Hold	27,801	–	–	﹤0.01%	268
2024 Q4	$356K	Hold	27,801	–	–	﹤0.01%	262
2024 Q3	$354K	Buy	27,801 +7,800	+39%	+$100K	0.01%	263
2024 Q2	$262K	Hold	20,001	–	–	﹤0.01%	269
2024 Q1	$261K	Hold	20,001	–	–	﹤0.01%	263
2023 Q4	$253K	Hold	20,001	–	–	0.01%	265
2023 Q3	$242K	Hold	20,001	–	–	﹤0.01%	264
2023 Q2	$235K	Hold	20,001	–	–	0.01%	281
2023 Q1	$227K	Hold	20,001	–	–	﹤0.01%	282
2022 Q4	$219K	Hold	20,001	–	–	﹤0.01%	279
2022 Q3	$222K	Hold	20,001	–	–	﹤0.01%	279
2022 Q2	$245K	Hold	20,001	–	–	0.01%	287
2022 Q1	$268K	Hold	20,001	–	–	0.01%	290
2021 Q4	$295K	Hold	20,001	–	–	0.01%	291
2021 Q3	$292K	Hold	20,001	–	–	0.01%	288
2021 Q2	$283K	Hold	20,001	–	–	0.01%	301
2021 Q1	$276K	Hold	20,001	–	–	0.01%	298
2020 Q4	$255K	Hold	20,001	–	–	0.01%	307
2020 Q3	$233K	Hold	20,001	–	–	0.01%	325
2020 Q2	$226K	Hold	20,001	–	–	0.01%	329
2020 Q1	$198K	Sell	20,001 -128	-0.6%	-$1.6K	0.01%	318
2019 Q4	$273K	Hold	20,129	–	–	0.01%	421
2019 Q3	$262K	Hold	20,129	–	–	0.01%	423
2019 Q2	$263K	Sell	20,129 -250	-1%	-$3.32K	0.01%	431
2019 Q1	$265K	Buy	+20,379	New	+$267K	0.01%	430

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

Murray Stahl's EFR Position: Q2 2026 in Review

Murray Stahl held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q2 2026 at 20,001 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Murray Stahl first reported a position in EFR in Q1 2019 and has held it in 30 quarters since. The position peaked at $356K in Q4 2024. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Murray Stahl held 20,001 shares of Eaton Vance Senior Floating-Rate Fund worth $212K as of Q2 2026.
Murray Stahl left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q2 2026.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #296 holding.
Murray Stahl first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2019 and has held it in 30 quarters since.
Murray Stahl's Eaton Vance Senior Floating-Rate Fund position peaked at $356K in Q4 2024.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.