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

Eastern Bank’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 Q3	$70K	Buy	7,439 +4,233	+132%	+$41.4K	﹤0.01%	575
2026 Q2	$31.5K	Hold	3,206	–	–	﹤0.01%	694
2026 Q1	$27.8K	Hold	3,206	–	–	﹤0.01%	670
2025 Q4	$30.6K	Hold	3,206	–	–	﹤0.01%	656
2025 Q3	$29.2K	Hold	3,206	–	–	﹤0.01%	661
2025 Q2	$28.1K	Hold	3,206	–	–	﹤0.01%	631
2025 Q1	$26.1K	Buy	+3,206	New	+$26.8K	﹤0.01%	649

Other funds holding EXG

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Eastern Bank's EXG Position: Q3 2026 in Review

Eastern Bank increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 132% in Q3 2026, buying an estimated $41.4K and bringing the position to 7,439 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Eastern Bank first reported a position in EXG in Q1 2025 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

Eastern Bank held 7,439 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $70K as of Q3 2026.
Eastern Bank bought 4,233 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $41.4K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #575 holding.
Eastern Bank first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2025 and has held it in 7 quarters since.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.