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Atlantic Union Bankshares’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Atlantic Union Bankshares’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.1K Hold
5,511
– – ﹤0.01% 835
2026
Q1 		$76K Buy
5,511
+410
+8% +$6.05K ﹤0.01% 814
2025
Q4 		$78.2K Hold
5,101
– – ﹤0.01% 813
2025
Q3 		$81.1K Buy
+5,101
New +$80.3K ﹤0.01% 811

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlantic Union Bankshares's ETY Position: Q2 2026 in Review

Atlantic Union Bankshares held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 5,511 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Atlantic Union Bankshares first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.1K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Atlantic Union Bankshares held 5,511 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $80.1K as of Q2 2026.
  • Atlantic Union Bankshares left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #835 holding.
  • Atlantic Union Bankshares first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $81.1K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.