RWA Wealth Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

RWA Wealth Partners’s Portfolio EFR Stock Details EFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Buy	31,297 +6,000	+24%	+$65.2K	﹤0.01%	522
2025 Q4	$282K	Sell	25,297 -31,628	-56%	-$354K	﹤0.01%	536
2025 Q3	$651K	Hold	56,925	–	–	0.01%	403
2025 Q2	$690K	Sell	56,925 -4,350	-7%	-$51.3K	0.01%	381
2025 Q1	$751K	Sell	61,275 -13,250	-18%	-$170K	0.01%	361
2024 Q4	$954K	Sell	74,525 -7,250	-9%	-$93.2K	0.01%	332
2024 Q3	$1.04M	Sell	81,775 -1,850	-2%	-$23.8K	0.01%	320
2024 Q2	$1.09M	Sell	83,625 -3,850	-4%	-$50.5K	0.01%	291
2024 Q1	$1.14M	Hold	87,475	–	–	0.02%	289
2023 Q4	$1.11M	Hold	87,475	–	–	0.02%	277
2023 Q3	$1.06M	Buy	87,475 +1,250	+1%	+$15K	0.02%	189
2023 Q2	$1.01M	Buy	+86,225	New	+$981K	0.02%	169

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RWA Wealth Partners's EFR Position: Q1 2026 in Review

RWA Wealth Partners increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 24% in Q1 2026, buying an estimated $65.2K and bringing the position to 31,297 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

RWA Wealth Partners first reported a position in EFR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2024. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

RWA Wealth Partners held 31,297 shares of Eaton Vance Senior Floating-Rate Fund worth $330K as of Q1 2026.
RWA Wealth Partners bought 6,000 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $65.2K.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #522 holding.
RWA Wealth Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2023 and has held it in 12 quarters since.
RWA Wealth Partners's Eaton Vance Senior Floating-Rate Fund position peaked at $1.14M in Q1 2024.
97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.