Old Point Trust & Financial Services N A’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-901	Closed	-$22.1K	–	327
2026 Q1	$22.1K	Hold	901	–	–	0.01%	218
2025 Q4	$22.7K	Buy	+901	New	+$22K	0.01%	225

Other funds holding EVT

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

1CP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Old Point Trust & Financial Services N A's EVT Position: Q2 2026 in Review

Old Point Trust & Financial Services N A sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 901 shares — an estimated $22.1K sold.

Old Point Trust & Financial Services N A first reported a position in EVT in Q4 2025 and held it in 2 quarters. The position peaked at $22.7K in Q4 2025. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Old Point Trust & Financial Services N A reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 901 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $22.1K.
Old Point Trust & Financial Services N A first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 2 quarters.
Old Point Trust & Financial Services N A's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $22.7K in Q4 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.