Raymond James Financial
EVV

Raymond James Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Raymond James Financial’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.91M Buy
630,916
+39,787
+7% +$372K ﹤0.01% 2600
2026
Q1 		$5.59M Buy
591,129
+71,287
+14% +$695K ﹤0.01% 2493
2025
Q4 		$5.15M Sell
519,842
-15,037
-3% -$151K ﹤0.01% 2488
2025
Q3 		$5.43M Sell
534,879
-47,377
-8% -$483K ﹤0.01% 2403
2025
Q2 		$5.97M Sell
582,256
-31,503
-5% -$311K ﹤0.01% 2251
2025
Q1 		$6.13M Sell
613,759
-5,644
-0.9% -$57.1K ﹤0.01% 2195
2024
Q4 		$6.05M Buy
+619,403
New +$6.33M ﹤0.01% 2197

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's EVV Position: Q2 2026 in Review

Raymond James Financial increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 6.7% in Q2 2026, buying an estimated $372K and bringing the position to 630,916 shares worth $5.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Raymond James Financial first reported a position in EVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.13M in Q1 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Raymond James Financial held 630,916 shares of Eaton Vance Limited Duration Income Fund worth $5.91M as of Q2 2026.
  • Raymond James Financial bought 39,787 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $372K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2600 holding.
  • Raymond James Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Eaton Vance Limited Duration Income Fund position peaked at $6.13M in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.