Steward Partners Investment Advisory’s Eaton Vance Senior Income Trust EVF Stock Holding History

Steward Partners Investment Advisory’s Portfolio EVF Stock Details EVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,090	Closed	-$6.37K	–	4161
2025 Q1	$6.37K	Buy	+1,090	New	+$6.66K	﹤0.01%	3297
2024 Q1	–	Sell	-8,500	Closed	-$53.6K	–	3597
2023 Q4	$53.6K	Hold	8,500	–	–	﹤0.01%	1956
2023 Q3	$50.1K	Hold	8,500	–	–	﹤0.01%	1910
2023 Q2	$46.4K	Hold	8,500	–	–	﹤0.01%	1918
2023 Q1	$45.5K	Hold	8,500	–	–	﹤0.01%	1892
2022 Q4	$44.8K	Hold	8,500	–	–	﹤0.01%	1881
2022 Q3	$45K	Sell	8,500 -23,814	-74%	-$133K	﹤0.01%	1835
2022 Q2	$176K	Buy	32,314 +23,814	+280%	+$139K	﹤0.01%	1256
2022 Q1	$54K	Hold	8,500	–	–	﹤0.01%	1875
2021 Q4	$57K	Hold	8,500	–	–	﹤0.01%	1840
2021 Q3	$60K	Hold	8,500	–	–	﹤0.01%	1794
2021 Q2	$58K	Sell	8,500 -7,675	-47%	-$51.6K	﹤0.01%	3015
2021 Q1	$107K	Buy	16,175 +7,675	+90%	+$50.5K	﹤0.01%	1583
2020 Q4	$54K	Sell	8,500 -1,750	-17%	-$10.7K	﹤0.01%	1629
2020 Q3	$60K	Hold	10,250	–	–	﹤0.01%	1416
2020 Q2	$55K	Hold	10,250	–	–	﹤0.01%	1372
2020 Q1	$47K	Sell	10,250 -3,500	-25%	-$20.8K	﹤0.01%	1286
2019 Q4	$88K	Hold	13,750	–	–	﹤0.01%	1175
2019 Q3	$84K	Hold	13,750	–	–	﹤0.01%	1155
2019 Q2	$85K	Hold	13,750	–	–	﹤0.01%	1118
2019 Q1	$84K	Hold	13,750	–	–	﹤0.01%	778
2018 Q4	$82K	Sell	13,750 -600	-4%	-$3.71K	﹤0.01%	754
2018 Q3	$93K	Hold	14,350	–	–	﹤0.01%	955
2018 Q2	$92K	Buy	14,350 +12,000	+511%	+$79.7K	0.01%	879
2018 Q1	$16K	Buy	2,350 +250	+12%	+$1.63K	﹤0.01%	1415
2017 Q4	$13K	Buy	2,100 +600	+40%	+$3.9K	﹤0.01%	1268
2017 Q3	$9K	Hold	1,500	–	–	﹤0.01%	1126
2017 Q2	$9K	Buy	+1,500	New	+$10.1K	﹤0.01%	1059

Other funds holding EVF

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's EVF Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2025, closing a stake of 1,090 shares — an estimated $6.37K sold.

Steward Partners Investment Advisory first reported a position in EVF in Q2 2017 and held it in 28 quarters. The position peaked at $176K in Q2 2022. 45 funds tracked by Wall St. Rank hold EVF as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Eaton Vance Senior Income Trust position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,090 Eaton Vance Senior Income Trust shares in Q2 2025, an estimated $6.37K.
Steward Partners Investment Advisory first reported a position in Eaton Vance Senior Income Trust in Q2 2017 and held it in 28 quarters.
Steward Partners Investment Advisory's Eaton Vance Senior Income Trust position peaked at $176K in Q2 2022.
45 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.