Stonebridge Financial Planning Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Stonebridge Financial Planning Group’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Hold	13,000	–	–	0.12%	143
2025 Q4	$327K	Hold	13,000	–	–	0.12%	140
2025 Q3	$318K	Sell	13,000 -403	-3%	-$9.73K	0.12%	148
2025 Q2	$323K	Buy	13,403 +403	+3%	+$9.17K	0.13%	140
2025 Q1	$303K	Hold	13,000	–	–	0.14%	137
2024 Q4	$313K	Hold	13,000	–	–	0.14%	137
2024 Q3	$321K	Hold	13,000	–	–	0.15%	133
2024 Q2	$303K	Hold	13,000	–	–	0.15%	136
2024 Q1	$307K	Hold	13,000	–	–	0.16%	128
2023 Q4	$289K	Hold	13,000	–	–	0.17%	125
2023 Q3	$275K	Hold	13,000	–	–	0.18%	119
2023 Q2	$296K	Sell	13,000 -1,000	-7%	-$22.2K	0.18%	111
2023 Q1	$317K	Sell	14,000 -176	-1%	-$4.1K	0.2%	101
2022 Q4	$323K	Sell	14,176 -100	-0.7%	-$2.34K	0.22%	100
2022 Q3	$311K	Buy	14,276 +100	+0.7%	+$2.48K	0.22%	95
2022 Q2	$338K	Sell	14,176 -528	-4%	-$13.4K	0.23%	90
2022 Q1	$426K	Sell	14,704 -1	-0%	-$28	0.24%	78
2021 Q4	$404K	Hold	14,705	–	–	0.21%	82
2021 Q3	$434K	Sell	14,705 -353	-2%	-$9.85K	0.21%	81
2021 Q2	$420K	Sell	15,058 -5,000	-25%	-$138K	0.22%	81
2021 Q1	$537K	Hold	20,058	–	–	0.31%	64
2020 Q4	$474K	Hold	20,058	–	–	0.3%	61
2020 Q3	$400K	Sell	20,058 -7,900	-28%	-$157K	0.29%	64
2020 Q2	$539K	Sell	27,958 -1,406	-5%	-$26.4K	0.46%	49
2020 Q1	$522K	Hold	29,364	–	–	0.52%	46
2019 Q4	$749K	Buy	+29,364	New	+$730K	0.68%	40

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Stonebridge Financial Planning Group's EVT Position: Q1 2026 in Review

Stonebridge Financial Planning Group held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 13,000 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #143.

Stonebridge Financial Planning Group first reported a position in EVT in Q4 2019 and has held it in 26 quarters since. The position peaked at $749K in Q4 2019. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Stonebridge Financial Planning Group held 13,000 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $319K as of Q1 2026.
Stonebridge Financial Planning Group left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.12% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #143 holding.
Stonebridge Financial Planning Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and has held it in 26 quarters since.
Stonebridge Financial Planning Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $749K in Q4 2019.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.