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 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 $1.39B 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

Sanctuary Advisors's EFR Position: Q1 2026 in Review

Sanctuary Advisors opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2026: 10,600 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #2444 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in EFR as recently as Q2 2025.

Sanctuary Advisors first reported a position in EFR in Q2 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2024. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

Sanctuary Advisors held 10,600 shares of Eaton Vance Senior Floating-Rate Fund worth $112K as of Q1 2026.
Eaton Vance Senior Floating-Rate Fund was a new Sanctuary Advisors position in Q1 2026.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2444 holding.
Sanctuary Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2024 and has held it in 6 quarters since.
Sanctuary Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $160K in Q4 2024.
97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.