WAM
EFR

Wolverine Asset Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Wolverine Asset Management’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
Q2 		$3.08M Buy
290,847
+24,448
+9% +$257K 0.03% 472
2026
Q1 		$2.81M Buy
266,399
+21,081
+9% +$229K 0.03% 476
2025
Q4 		$2.73M Buy
245,318
+72,213
+42% +$809K 0.02% 506
2025
Q3 		$1.98M Buy
173,105
+95,265
+122% +$1.12M 0.01% 557
2025
Q2 		$943K Buy
77,840
+53,256
+217% +$628K 0.01% 736
2025
Q1 		$301K Buy
+24,584
New +$316K ﹤0.01% 945
2024
Q4 		– Sell
-24,719
Closed -$315K – 1665
2024
Q3 		$315K Buy
+24,719
New +$318K ﹤0.01% 955
2023
Q2 		– Sell
-25,151
Closed -$285K – 1842
2023
Q1 		$285K Sell
25,151
-80,217
-76% -$932K ﹤0.01% 973
2022
Q4 		$1.15M Buy
105,368
+65,101
+162% +$729K 0.01% 707
2022
Q3 		$447K Buy
+40,267
New +$487K ﹤0.01% 1050
2022
Q2 		– Sell
-15,750
Closed -$211K – 2357
2022
Q1 		$211K Buy
+15,750
New +$221K ﹤0.01% 1156
2020
Q4 		– Sell
-5,743
Closed -$66K – 1702
2020
Q3 		$66K Buy
5,743
+5,671
+7,876% +$66.1K ﹤0.01% 1210
2020
Q2 		$0 Buy
+72
New +$780 ﹤0.01% 1585
2019
Q4 		– Sell
-156,292
Closed -$2.04M – 1396
2019
Q3 		$2.04M Buy
156,292
+1,137
+0.7% +$14.8K 0.03% 417
2019
Q2 		$2.03M Sell
155,155
-546
-0.4% -$7.24K 0.03% 432
2019
Q1 		$2.03M Buy
155,701
+25,537
+20% +$335K 0.03% 418
2018
Q4 		$1.63M Buy
130,164
+91,576
+237% +$1.22M 0.02% 623
2018
Q3 		$542K Buy
+38,588
New +$547K 0.01% 995
2018
Q1 		– Sell
-63,699
Closed -$919K – 1481
2017
Q4 		$919K Buy
+63,699
New +$921K 0.01% 752
2014
Q4 		– Sell
-861
Closed -$12K – 2273
2014
Q3 		$12K Sell
861
-32,210
-97% -$471K ﹤0.01% 1935
2014
Q2 		$491K Buy
33,071
+19,642
+146% +$292K 0.01% 618
2014
Q1 		$203K Sell
13,429
-3,709
-22% -$56.5K ﹤0.01% 868
2013
Q4 		$258K Buy
17,138
+16,332
+2,026% +$251K 0.01% 1052
2013
Q3 		$12K Buy
+806
New +$12.9K ﹤0.01% 2191

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wolverine Asset Management's EFR Position: Q2 2026 in Review

Wolverine Asset Management increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 9.2% in Q2 2026, buying an estimated $257K and bringing the position to 290,847 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #472.

Wolverine Asset Management first reported a position in EFR in Q3 2013 and has held it in 24 quarters since. 98 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Wolverine Asset Management held 290,847 shares of Eaton Vance Senior Floating-Rate Fund worth $3.08M as of Q2 2026.
  • Wolverine Asset Management bought 24,448 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $257K.
  • Eaton Vance Senior Floating-Rate Fund made up 0.03% of Wolverine Asset Management's portfolio in Q2 2026, its #472 holding.
  • Wolverine Asset Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2013 and has held it in 24 quarters since.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.