Position in EVN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,142,211
-$72,024 QoQ
Shares Held
205,784
0.0% QoQ
Ownership
0.516%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Welch & Forbes LLC holds $92,510,279 across 12 Asset Management names. EVN ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
173,461 | $77,086,068 | |
| 2 | STT |
State Street Corp
|
38,929 | $4,926,854 | |
| 3 | EVN |
Eaton Vance Municipal Income Trust
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|
205,784 | $2,142,211 | |
| 4 | BLK |
BlackRock, Inc.
|
1,721 | $1,655,102 | |
| 5 | BX |
Blackstone Inc.
|
14,227 | $1,635,962 | |
| 6 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
50,000 | $1,238,500 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
25,100 | $1,197,772 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
3,500 | $968,450 |
All Filings in EVN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,142,211 | 205,784 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,214,235 | 205,784 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,278,028 | 205,784 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,105,170 | 205,784 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,111,343 | 205,784 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,080,476 | 205,784 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,257,450 | 205,784 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,129,864 | 205,784 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,109,286 | 205,784 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,020,798 | 205,784 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,833,535 | 205,784 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,047,550 | 205,784 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,084,591 | 205,784 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,031,088 | 205,784 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,010,509 | 205,784 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,251,276 | 205,784 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,436,482 | 205,784 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||