Convergence Financial’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Convergence Financial’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	$150K	Buy	+10,324	New	+$151K	0.01%	269

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Convergence Financial's ETY Position: Q2 2026 in Review

Convergence Financial opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 10,324 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Convergence Financial held 10,324 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $150K as of Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Convergence Financial position in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Convergence Financial's portfolio in Q2 2026, its #269 holding.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.