WBC
EVV

West Branch Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

West Branch Capital’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 		$19.9K Hold
2,128
– – ﹤0.01% 187
2026
Q1 		$20.1K Buy
2,128
+31
+1% +$302 0.01% 180
2025
Q4 		$20.8K Buy
2,097
+15
+0.7% +$150 0.01% 191
2025
Q3 		$21.1K Hold
2,082
– – 0.01% 206
2025
Q2 		$21.4K Hold
2,082
– – 0.01% 206
2025
Q1 		$20.8K Hold
2,082
– – 0.01% 220
2024
Q4 		$20.3K Hold
2,082
– – 0.01% 221
2024
Q3 		$21.9K Hold
2,082
– – 0.01% 216
2024
Q2 		$20.3K Hold
2,082
– – 0.01% 223
2024
Q1 		$20.3K Buy
2,082
+51
+3% +$498 0.01% 226
2023
Q4 		$19.5K Buy
2,031
+16
+0.8% +$146 0.01% 222
2023
Q3 		$18.2K Hold
2,015
– – 0.01% 234
2023
Q2 		$18.9K Hold
2,015
– – 0.01% 234
2023
Q1 		$19.8K Buy
2,015
+515
+34% +$5.17K 0.01% 230
2022
Q4 		$14.1K Buy
+1,500
New +$14.5K 0.01% 257

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

West Branch Capital's EVV Position: Q2 2026 in Review

West Branch Capital held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 2,128 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

West Branch Capital first reported a position in EVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.9K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • West Branch Capital held 2,128 shares of Eaton Vance Limited Duration Income Fund worth $19.9K as of Q2 2026.
  • West Branch Capital left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #187 holding.
  • West Branch Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 15 quarters since.
  • West Branch Capital's Eaton Vance Limited Duration Income Fund position peaked at $21.9K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.