EVF β€” EATON VANCE SR INCOME TR SH BEN INT

Ownership history in Shaker Financial Services, LLC  Β·  42 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported EATON VANCE SR INCOME TR SH BEN INT (EVF) in 42 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows EVF at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in EATON VANCE SR INCOME TR SH BEN INT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EVF was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Shaker Financial Services, LLC held EVF β€” position size vs. price
% of Fund (quarterly)    EVF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 92,421 +27,360 +42.1% 0.15% $487K 2026-02-14 (Est.) $5.21
2025 Q3 ADDED 65,061 +1,836 +2.9% 0.12% $357K 2025-10-22 $5.29
2025 Q2 ADDED 63,225 +46,494 +277.9% 0.13% $360K 2025-08-05 $5.25
39 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Shaker Financial Services, LLC and EVF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning EVF?

Shaker Financial Services, LLC reported EVF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported EVF position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for EVF was 0.15% in 2025 Q4.

What is the latest reported EVF position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 92,421 shares, equal to 0.15% of portfolio, with an estimated market value of $487K.

What does the chart on this EVF ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly EVF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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