Truist Financial
EFT

Truist Financial’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Truist Financial’s Portfolio EFT Stock Details EFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,629
Closed -$158K – 2623
2025
Q1 		$158K Sell
12,629
-1,911
-13% -$25K ﹤0.01% 2403
2024
Q4 		$187K Hold
14,540
– – ﹤0.01% 2403
2024
Q3 		$187K Sell
14,540
-679
-4% -$8.95K ﹤0.01% 2367
2024
Q2 		$204K Sell
15,219
-6,433
-30% -$86.2K ﹤0.01% 2495
2024
Q1 		$288K Buy
21,652
+3,818
+21% +$50K ﹤0.01% 2303
2023
Q4 		$224K Sell
17,834
-21,956
-55% -$268K ﹤0.01% 2453
2023
Q3 		$490K Sell
39,790
-6,836
-15% -$82.6K ﹤0.01% 1937
2023
Q2 		$545K Sell
46,626
-53,580
-53% -$614K ﹤0.01% 1907
2023
Q1 		$1.15M Buy
100,206
+162
+0.2% +$1.89K ﹤0.01% 1489
2022
Q4 		$1.11M Sell
100,044
-19,018
-16% -$215K ﹤0.01% 1502
2022
Q3 		$1.35M Buy
119,062
+4,687
+4% +$56.6K ﹤0.01% 1369
2022
Q2 		$1.35M Sell
114,375
-4,373
-4% -$54.5K ﹤0.01% 1409
2022
Q1 		$1.57M Buy
118,748
+910
+0.8% +$12.8K ﹤0.01% 1402
2021
Q4 		$1.78M Buy
117,838
+9,923
+9% +$148K ﹤0.01% 1352
2021
Q3 		$1.57M Buy
107,915
+689
+0.6% +$10.1K ﹤0.01% 1390
2021
Q2 		$1.54M Buy
107,226
+886
+0.8% +$12.6K ﹤0.01% 1423
2021
Q1 		$1.5M Sell
106,340
-8,245
-7% -$114K ﹤0.01% 1375
2020
Q4 		$1.51M Sell
114,585
-288
-0.3% -$3.72K ﹤0.01% 1296
2020
Q3 		$1.36M Buy
114,873
+5,433
+5% +$64.2K ﹤0.01% 1232
2020
Q2 		$1.25M Buy
109,440
+22,040
+25% +$242K ﹤0.01% 1202
2020
Q1 		$896K Buy
87,400
+5,910
+7% +$75.5K ﹤0.01% 1303
2019
Q4 		$1.12M Buy
+81,490
New +$1.09M ﹤0.01% 1386

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Truist Financial's EFT Position: Q2 2025 in Review

Truist Financial sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2025, closing a stake of 12,629 shares — an estimated $158K sold.

Truist Financial first reported a position in EFT in Q4 2019 and held it in 22 quarters. The position peaked at $1.78M in Q4 2021. 78 funds tracked by Wall St. Rank hold EFT as of Q2 2025.

  • Truist Financial reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 12,629 Eaton Vance Floating-Rate Income Trust shares in Q2 2025, an estimated $158K.
  • Truist Financial first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and held it in 22 quarters.
  • Truist Financial's Eaton Vance Floating-Rate Income Trust position peaked at $1.78M in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.