Summit Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Summit Financial’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 Q2	$466K	Buy	16,845 +101	+0.6%	+$2.65K	0.01%	1120
2026 Q1	$411K	Sell	16,744 -290	-2%	-$7.41K	0.01%	1054
2025 Q4	$429K	Sell	17,034 -1,706	-9%	-$41.6K	0.01%	939
2025 Q3	$458K	Hold	18,740	–	–	0.01%	910
2025 Q2	$452K	Buy	+18,740	New	+$426K	0.01%	589

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Summit Financial's EVT Position: Q2 2026 in Review

Summit Financial increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.6% in Q2 2026, buying an estimated $2.65K and bringing the position to 16,845 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #1120.

Summit Financial first reported a position in EVT in Q2 2025 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Summit Financial held 16,845 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $466K as of Q2 2026.
Summit Financial bought 101 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $2.65K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1120 holding.
Summit Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2025 and has held it in 5 quarters since.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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