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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's EVV Position: Q1 2026 in Review

Raymond James Financial increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 14% in Q1 2026, buying an estimated $695K and bringing the position to 591,129 shares worth $5.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Raymond James Financial first reported a position in EVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.13M in Q1 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Raymond James Financial held 591,129 shares of Eaton Vance Limited Duration Income Fund worth $5.59M as of Q1 2026.
Raymond James Financial bought 71,287 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $695K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2493 holding.
Raymond James Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Eaton Vance Limited Duration Income Fund position peaked at $6.13M in Q1 2025.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.