Sanctuary Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Sanctuary Advisors’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 Q2	$113K	Buy	10,668 +68	+0.6%	+$715	﹤0.01%	2706
2026 Q1	$112K	Buy	+10,600	New	+$115K	﹤0.01%	2444
2025 Q3	–	Sell	-12,286	Closed	-$149K	–	2448
2025 Q2	$149K	Buy	12,286 +52	+0.4%	+$613	﹤0.01%	2218
2025 Q1	$150K	Buy	12,234 +49	+0.4%	+$629	﹤0.01%	2077
2024 Q4	$160K	Buy	12,185 +34	+0.3%	+$437	﹤0.01%	2282
2024 Q3	$157K	Hold	12,151	–	–	﹤0.01%	2266
2024 Q2	$160K	Buy	+12,151	New	+$159K	﹤0.01%	2210

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors's EFR Position: Q2 2026 in Review

Sanctuary Advisors increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 0.64% in Q2 2026, buying an estimated $715 and bringing the position to 10,668 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Sanctuary Advisors first reported a position in EFR in Q2 2024 and has held it in 7 quarters since. The position peaked at $160K in Q4 2024. 98 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Sanctuary Advisors held 10,668 shares of Eaton Vance Senior Floating-Rate Fund worth $113K as of Q2 2026.
Sanctuary Advisors bought 68 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $715.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2706 holding.
Sanctuary Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2024 and has held it in 7 quarters since.
Sanctuary Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $160K in Q4 2024.
98 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.