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PlanVest Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

PlanVest Financial’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 		$214 Buy
8
+1
+14% +$26 ﹤0.01% 579
2026
Q1 		$187 Buy
+7
New +$179 ﹤0.01% 547

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
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
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

PlanVest Financial's EVT Position: Q2 2026 in Review

PlanVest Financial increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 14% in Q2 2026, buying an estimated $26 and bringing the position to 8 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #579.

PlanVest Financial first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • PlanVest Financial held 8 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $214 as of Q2 2026.
  • PlanVest Financial bought 1 Eaton Vance Tax-Advantaged Dividend Income Fund share in Q2 2026, an estimated $26.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #579 holding.
  • PlanVest Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.