EH
EVG

Equitable Holdings’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Equitable Holdings’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$691K Buy
64,145
+8,564
+15% +$92K ﹤0.01% 1155
2026
Q1 		$607K Buy
55,581
+2,501
+5% +$27.2K ﹤0.01% 1174
2025
Q4 		$580K Buy
53,080
+1,578
+3% +$17.4K ﹤0.01% 1060
2025
Q3 		$583K Buy
51,502
+16,838
+49% +$189K ﹤0.01% 1023
2025
Q2 		$382K Buy
34,664
+4,065
+13% +$43.9K ﹤0.01% 1101
2025
Q1 		$336K Buy
30,599
+218
+0.7% +$2.41K ﹤0.01% 1053
2024
Q4 		$332K Buy
30,381
+1,908
+7% +$21.3K ﹤0.01% 1011
2024
Q3 		$318K Sell
28,473
-1,598
-5% -$17.7K ﹤0.01% 1020
2024
Q2 		$325K Buy
30,071
+3,269
+12% +$34.9K ﹤0.01% 969
2024
Q1 		$283K Buy
26,802
+87
+0.3% +$923 ﹤0.01% 971
2023
Q4 		$277K Buy
26,715
+2,772
+12% +$28.1K ﹤0.01% 963
2023
Q3 		$248K Sell
23,943
-2,108
-8% -$21.2K ﹤0.01% 934
2023
Q2 		$256K Sell
26,051
-5,520
-17% -$54.2K ﹤0.01% 910
2023
Q1 		$330K Buy
31,571
+6,862
+28% +$72K 0.01% 770
2022
Q4 		$252K Buy
24,709
+2,715
+12% +$28.9K ﹤0.01% 782
2022
Q3 		$216K Buy
+21,994
New +$241K ﹤0.01% 794

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Equitable Holdings's EVG Position: Q2 2026 in Review

Equitable Holdings increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 15% in Q2 2026, buying an estimated $92K and bringing the position to 64,145 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Equitable Holdings first reported a position in EVG in Q3 2022 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Equitable Holdings held 64,145 shares of Eaton Vance Short Duration Diversified Income Fund worth $691K as of Q2 2026.
  • Equitable Holdings bought 8,564 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $92K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1155 holding.
  • Equitable Holdings first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2022 and has held it in 16 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.