WFA of San Diego’s Eaton Vance Senior Income Trust EVF Stock Holding History

WFA of San Diego’s Portfolio EVF Stock Details EVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,505	Closed	-$32.5K	–	183
2026 Q1	$32.5K	Hold	6,505	–	–	0.03%	217
2025 Q4	$34.3K	Sell	6,505 -350	-5%	-$1.88K	0.03%	223
2025 Q3	$37.6K	Buy	6,855 +995	+17%	+$5.55K	0.03%	228
2025 Q2	$33.3K	Buy	+5,860	New	+$32.8K	0.02%	236
2024 Q3	$7.26K	Hold	1,175	–	–	0.01%	303
2024 Q2	$7.45K	Buy	+1,175	New	+$7.5K	0.01%	299
2023 Q3	$6.93K	Buy	1,175 +25	+2%	+$141	0.01%	296
2023 Q2	$6.28K	Buy	+1,150	New	+$6.11K	0.01%	295

Other funds holding EVF

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

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

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

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

WFA of San Diego's EVF Position: Q2 2026 in Review

WFA of San Diego sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2026, closing a stake of 6,505 shares — an estimated $32.5K sold.

WFA of San Diego first reported a position in EVF in Q2 2023 and held it in 8 quarters. The position peaked at $37.6K in Q3 2025. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

WFA of San Diego reported no remaining Eaton Vance Senior Income Trust position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 6,505 Eaton Vance Senior Income Trust shares in Q2 2026, an estimated $32.5K.
WFA of San Diego first reported a position in Eaton Vance Senior Income Trust in Q2 2023 and held it in 8 quarters.
WFA of San Diego's Eaton Vance Senior Income Trust position peaked at $37.6K in Q3 2025.
56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.