PFPG
EFR

Pinnacle Financial Partners (Georgia)’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$113K Hold
10,702
– – ﹤0.01% 1117
2026
Q1 		$113K Hold
10,702
– – ﹤0.01% 1067
2025
Q4 		$119K Buy
+10,702
New +$120K ﹤0.01% 1037

Other funds holding EFR

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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s EFR Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q2 2026 at 10,702 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Pinnacle Financial Partners (Georgia) first reported a position in EFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $119K in Q4 2025. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 10,702 shares of Eaton Vance Senior Floating-Rate Fund worth $113K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) 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 Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1117 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Eaton Vance Senior Floating-Rate Fund position peaked at $119K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.