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 Q3	$1.21K	Buy	249 +5	+2%	+$25	﹤0.01%	4630
2026 Q2	$1.22K	Buy	244 +4	+2%	+$20	﹤0.01%	4515
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $501M AUM 39.03% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rockefeller Capital Management's EVF Position: Q3 2026 in Review

Rockefeller Capital Management increased its Eaton Vance Senior Income Trust (EVF) stake by 2% in Q3 2026, buying an estimated $25 and bringing the position to 249 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4630.

Rockefeller Capital Management first reported a position in EVF in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.26K in Q3 2025. 38 funds tracked by Wall St. Rank hold EVF as of Q3 2026.

Rockefeller Capital Management held 249 shares of Eaton Vance Senior Income Trust worth $1.21K as of Q3 2026.
Rockefeller Capital Management bought 5 Eaton Vance Senior Income Trust shares in Q3 2026, an estimated $25.
Eaton Vance Senior Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4630 holding.
Rockefeller Capital Management first reported a position in Eaton Vance Senior Income Trust in Q3 2022 and has held it in 6 quarters since.
Rockefeller Capital Management's Eaton Vance Senior Income Trust position peaked at $1.26K in Q3 2025.
38 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.