Rockefeller Capital Management
EVF

Rockefeller Capital Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Rockefeller Capital Management’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2K Buy
240
+6
+3% +$31 ﹤0.01% 4463
2025
Q4 		$1.24K Buy
234
+5
+2% +$27 ﹤0.01% 4415
2025
Q3 		$1.26K Buy
+229
New +$1.28K ﹤0.01% 4159
2022
Q4 		– Sell
-101
Closed – – 3943
2022
Q3 		$0 Buy
+101
New +$563 ﹤0.01% 4008

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management's EVF Position: Q1 2026 in Review

Rockefeller Capital Management increased its Eaton Vance Senior Income Trust (EVF) stake by 2.6% in Q1 2026, buying an estimated $31 and bringing the position to 240 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4463.

Rockefeller Capital Management first reported a position in EVF in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.26K in Q3 2025. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Rockefeller Capital Management held 240 shares of Eaton Vance Senior Income Trust worth $1.2K as of Q1 2026.
  • Rockefeller Capital Management bought 6 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $31.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4463 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance Senior Income Trust in Q3 2022 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Eaton Vance Senior Income Trust position peaked at $1.26K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.