Focus Partners Wealth

Position in EFR — Eaton Vance Senior Floating-Rate Trust

CIK 1542153 ST LOUIS, MO

Position in EFR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$150,891

-$5,638 QoQ

Shares Held

14,235

-4.1% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#69

of 101 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,057,308,375 across 167 Asset Management names. EFR ranks #147 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	1,675,214	$197,122,431
2	APO	Apollo Global Management, Inc.	1,645,757	$194,709,510
3	BLK	BlackRock, Inc.	186,980	$179,792,488
4	BN	BROOKFIELD Corp /ON/	1,349,594	$57,479,208
5	BPRE	Bluerock Private Real Estate Fund	3,257,464	$42,379,606
6	KKR	KKR & Co. Inc.	308,259	$28,292,011
7	STT	State Street Corp	118,422	$20,084,371
8	PFG	Principal Financial Group Inc	174,626	$18,821,190

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$150,891	14,235	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$156,529	14,851	-2.5%	Shares	Sole	2026-05-15
2025-12-31	$169,639	15,228	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$169,312	14,800	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$176,139	14,533	+1.9%	Shares	Sole	2025-08-14
2025-03-31	$174,746	14,265	+1.8%	Shares	Sole	2025-05-20
2024-12-31	$179,328	14,010	+4.1%	Shares	Sole	2025-05-20
2024-06-30	$175,965	13,453	+1.5%	Shares	Sole	2024-08-15
2024-03-31	$172,712	13,255	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.