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

Convergence Financial’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Buy	+10,784	New	+$101K	0.01%	271

Other funds holding EXG

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Convergence Financial's EXG Position: Q2 2026 in Review

Convergence Financial opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 10,784 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Convergence Financial held 10,784 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $106K as of Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Convergence Financial position in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Convergence Financial's portfolio in Q2 2026, its #271 holding.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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