SFS
EOI

Shaker Financial Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Shaker Financial Services’s Portfolio EOI Stock Details EOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.09M Buy
+309,881
New +$6.09M 1.91% 10
2026
Q1 		– Sell
-18,473
Closed -$380K – 163
2025
Q4 		$380K Sell
18,473
-6,492
-26% -$131K 0.12% 146
2025
Q3 		$524K Buy
24,965
+1,007
+4% +$21.2K 0.18% 106
2025
Q2 		$501K Sell
23,958
-59,691
-71% -$1.15M 0.18% 106
2025
Q1 		$1.57M Buy
83,649
+61,435
+277% +$1.24M 0.61% 58
2024
Q4 		$461K Sell
22,214
-9,033
-29% -$188K 0.18% 130
2024
Q3 		$632K Sell
31,247
-42,067
-57% -$812K 0.24% 103
2024
Q2 		$1.42M Buy
73,314
+34,957
+91% +$645K 0.58% 55
2024
Q1 		$699K Sell
38,357
-59,127
-61% -$1.04M 0.27% 93
2023
Q4 		$1.62M Buy
+97,484
New +$1.53M 0.66% 59
2023
Q3 		– Sell
-29,814
Closed -$492K – 163
2023
Q2 		$492K Sell
29,814
-7,226
-20% -$113K 0.21% 111
2023
Q1 		$564K Buy
+37,040
New +$577K 0.25% 108
2022
Q4 		– Sell
-179,198
Closed -$2.53M – 153
2022
Q3 		$2.53M Buy
179,198
+97,250
+119% +$1.53M 1.25% 22
2022
Q2 		$1.21M Buy
+81,948
New +$1.32M 0.59% 59
2021
Q4 		– Sell
-31,849
Closed -$570K – 164
2021
Q3 		$570K Sell
31,849
-87,402
-73% -$1.65M 0.23% 101
2021
Q2 		$2.21M Sell
119,251
-36,334
-23% -$651K 0.82% 43
2021
Q1 		$2.62M Sell
155,585
-8,536
-5% -$141K 1.04% 29
2020
Q4 		$2.65M Buy
164,121
+82,963
+102% +$1.27M 1.11% 31
2020
Q3 		$1.19M Buy
+81,158
New +$1.22M 0.63% 50
2020
Q2 		– Sell
-90,130
Closed -$1.09M – 156
2020
Q1 		$1.09M Buy
+90,130
New +$1.32M 0.74% 42
2019
Q2 		– Sell
-64,058
Closed -$920K – 126
2019
Q1 		$920K Sell
64,058
-28,329
-31% -$395K 0.47% 61
2018
Q4 		$1.2M Buy
+92,387
New +$1.29M 0.68% 48
2018
Q2 		– Sell
-17,862
Closed -$249K – 115
2018
Q1 		$249K Sell
17,862
-26,234
-59% -$379K 0.12% 100
2017
Q4 		$640K Buy
+44,096
New +$630K 0.3% 80
2017
Q2 		– Sell
-143,591
Closed -$1.88M – 114
2017
Q1 		$1.88M Sell
143,591
-24,320
-14% -$313K 1.07% 35
2016
Q4 		$2.08M Sell
167,911
-135,086
-45% -$1.66M 1.23% 32
2016
Q3 		$3.83M Buy
+302,997
New +$3.94M 2.51% 7
2015
Q4 		– Sell
-12,688
Closed -$151K – 105
2015
Q3 		$151K Sell
12,688
-87,451
-87% -$1.12M 0.11% 94
2015
Q2 		$1.31M Buy
+100,139
New +$1.37M 0.82% 44
2015
Q1 		– Sell
-15,052
Closed -$208K – 134
2014
Q4 		$208K Buy
+15,052
New +$206K 0.13% 117

Other funds holding EOI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shaker Financial Services's EOI Position: Q2 2026 in Review

Shaker Financial Services opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 309,881 shares worth $6.09M. The stake represents 1.91% of the portfolio and ranks #10 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in EOI as recently as Q4 2025.

Shaker Financial Services first reported a position in EOI in Q4 2014 and has held it in 30 quarters since. 27 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Shaker Financial Services held 309,881 shares of Eaton Vance Enhanced Equity Income Fund worth $6.09M as of Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund was a new Shaker Financial Services position in Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund made up 1.91% of Shaker Financial Services's portfolio in Q2 2026, its #10 holding.
  • Shaker Financial Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2014 and has held it in 30 quarters since.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.