WhitTier Trust Company’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

WhitTier Trust Company’s Portfolio EFR Stock Details EFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124	Buy	+12	New	+$130	﹤0.01%	1393

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WhitTier Trust Company's EFR Position: Q1 2026 in Review

WhitTier Trust Company opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2026: 12 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings.

97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

WhitTier Trust Company held 12 shares of Eaton Vance Senior Floating-Rate Fund worth $124 as of Q1 2026.
Eaton Vance Senior Floating-Rate Fund was a new WhitTier Trust Company position in Q1 2026.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1393 holding.
97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.