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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Summit Financial's EVT Position: Q1 2026 in Review

Summit Financial reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 1.7% in Q1 2026, selling an estimated $7.41K and leaving 16,744 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1054.

Summit Financial first reported a position in EVT in Q2 2025 and has held it in 4 quarters since. The position peaked at $458K in Q3 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Summit Financial held 16,744 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $411K as of Q1 2026.
  • Summit Financial sold 290 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $7.41K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1054 holding.
  • Summit Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $458K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.