SF
EVV

Summit Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Summit Financial’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
218,078
+9,870
+5% +$92.4K 0.02% 630
2026
Q1 		$1.97M Buy
208,208
+15,793
+8% +$154K 0.03% 580
2025
Q4 		$1.91M Buy
192,415
+25,559
+15% +$256K 0.03% 510
2025
Q3 		$1.69M Buy
166,856
+8,098
+5% +$82.6K 0.03% 515
2025
Q2 		$1.63M Buy
158,758
+64,642
+69% +$639K 0.04% 327
2025
Q1 		$939K Buy
94,116
+11,967
+15% +$121K 0.03% 387
2024
Q4 		$803K Buy
82,149
+8,680
+12% +$88.7K 0.03% 359
2024
Q3 		$772K Buy
73,469
+16,843
+30% +$169K 0.03% 302
2024
Q2 		$552K Buy
56,626
+39,440
+229% +$381K 0.03% 312
2024
Q1 		$168K Buy
+17,186
New +$168K 0.01% 376

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's EVV Position: Q2 2026 in Review

Summit Financial increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 4.7% in Q2 2026, buying an estimated $92.4K and bringing the position to 218,078 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #630.

Summit Financial first reported a position in EVV in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Summit Financial held 218,078 shares of Eaton Vance Limited Duration Income Fund worth $2.04M as of Q2 2026.
  • Summit Financial bought 9,870 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $92.4K.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Summit Financial's portfolio in Q2 2026, its #630 holding.
  • Summit Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

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