SL
EFR

Salomon & Ludwin’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Salomon & Ludwin’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 		$16.5K Hold
1,600
– – ﹤0.01% 1221
2025
Q4 		$17.8K Hold
1,600
– – ﹤0.01% 995
2025
Q3 		$18.2K Hold
1,600
– – ﹤0.01% 881
2025
Q2 		$19.5K Hold
1,600
– – ﹤0.01% 386
2025
Q1 		$19.6K Hold
1,600
– – ﹤0.01% 363
2024
Q4 		$20.5K Hold
1,600
– – ﹤0.01% 356
2024
Q3 		$20.4K Hold
1,600
– – ﹤0.01% 367
2024
Q2 		$20.9K Hold
1,600
– – ﹤0.01% 361
2024
Q1 		$20.8K Buy
+1,600
New +$20.8K ﹤0.01% 464

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Ameriprise
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Salomon & Ludwin's EFR Position: Q1 2026 in Review

Salomon & Ludwin held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q1 2026 at 1,600 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Salomon & Ludwin first reported a position in EFR in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.9K in Q2 2024. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • Salomon & Ludwin held 1,600 shares of Eaton Vance Senior Floating-Rate Fund worth $16.5K as of Q1 2026.
  • Salomon & Ludwin left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q1 2026.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1221 holding.
  • Salomon & Ludwin first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2024 and has held it in 9 quarters since.
  • Salomon & Ludwin's Eaton Vance Senior Floating-Rate Fund position peaked at $20.9K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.