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 Q2	$3.18M	Buy	62,630 +14,954	+31%	+$760K	﹤0.01%	1719
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial's EVSB Position: Q2 2026 in Review

Stifel Financial increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 31% in Q2 2026, buying an estimated $760K and bringing the position to 62,630 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Stifel Financial first reported a position in EVSB in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold EVSB as of Q2 2026.

Stifel Financial held 62,630 shares of Eaton Vance Ultra-Short Income ETF worth $3.18M as of Q2 2026.
Stifel Financial bought 14,954 Eaton Vance Ultra-Short Income ETF shares in Q2 2026, an estimated $760K.
Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1719 holding.
Stifel Financial first reported a position in Eaton Vance Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.