Steward Partners Investment Advisory, LLC
Position in EFR — Eaton Vance Senior Floating-Rate Trust
CIK 1723397
STAMFORD, CT
Position in EFR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,058
+$16,423 QoQ
Shares Held
1,798
+619.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 101 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. EFR ranks #238 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in EFR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,058 | 1,798 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,635 | 250 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,785 | 250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $116,116 | 10,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $102,414 | 8,450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $100,450 | 8,200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $93,440 | 7,300 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $93,075 | 7,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $95,484 | 7,300 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $95,119 | 7,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $92,418 | 7,300 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $76,293 | 6,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,025 | 6,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $71,379 | 6,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $68,922 | 6,300 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $69,993 | 6,300 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $73,620 | 6,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $64,368 | 4,800 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $70,848 | 4,800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $70,128 | 4,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,967 | 4,450 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $93,772 | 6,800 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $12,350 | 1,250 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||