Stifel Financial
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Stifel Financial’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Stifel Financial’s Portfolio EVSB Stock Details EVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42M Buy
47,676
+1,111
+2% +$56.6K ﹤0.01% 1821
2025
Q4 		$2.37M Buy
46,565
+7,771
+20% +$396K ﹤0.01% 1818
2025
Q3 		$1.98M Buy
+38,794
New +$1.98M ﹤0.01% 1925

Other funds holding EVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Stifel Financial's EVSB Position: Q1 2026 in Review

Stifel Financial increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 2.4% in Q1 2026, buying an estimated $56.6K and bringing the position to 47,676 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Stifel Financial first reported a position in EVSB in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

  • Stifel Financial held 47,676 shares of Eaton Vance Ultra-Short Income ETF worth $2.42M as of Q1 2026.
  • Stifel Financial bought 1,111 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $56.6K.
  • Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1821 holding.
  • Stifel Financial first reported a position in Eaton Vance Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.