&Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

&Partners’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	$4.05M	Buy	146,491 +6,307	+4%	+$166K	0.02%	681
2026 Q1	$3.48M	Buy	140,184 +6,079	+5%	+$155K	0.02%	663
2025 Q4	$3.38M	Buy	134,105 +71,413	+114%	+$1.74M	0.02%	638
2025 Q3	$1.48M	Buy	62,692 +20,293	+48%	+$490K	0.01%	902
2025 Q2	$1.02M	Buy	42,399 +26,395	+165%	+$600K	0.01%	965
2025 Q1	$371K	Buy	16,004 +1,036	+7%	+$24.8K	﹤0.01%	1299
2024 Q4	$359K	Buy	14,968 +2,416	+19%	+$59.7K	﹤0.01%	1241
2024 Q3	$310K	Buy	+12,552	New	+$300K	0.01%	1085

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

&Partners's EVT Position: Q2 2026 in Review

&Partners increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 4.5% in Q2 2026, buying an estimated $166K and bringing the position to 146,491 shares worth $4.05M. The position accounts for 0.02% of the portfolio, ranked #681.

&Partners first reported a position in EVT in Q3 2024 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

&Partners held 146,491 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $4.05M as of Q2 2026.
&Partners bought 6,307 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $166K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #681 holding.
&Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2024 and has held it in 8 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.