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

Jefferies Financial Group’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 Q1	$806K	Buy	58,461 +17,221	+42%	+$254K	0.01%	1007
2025 Q4	$633K	Hold	41,240	–	–	﹤0.01%	1259
2025 Q3	$656K	Buy	41,240 +22,404	+119%	+$353K	﹤0.01%	1001
2025 Q2	$291K	Buy	18,836 +4,515	+32%	+$64.7K	﹤0.01%	1036
2025 Q1	$204K	Buy	14,321 +1,393	+11%	+$20.9K	﹤0.01%	1385
2024 Q4	$193K	Buy	12,928 +1,293	+11%	+$19.2K	﹤0.01%	1387
2024 Q3	$170K	Buy	+11,635	New	+$163K	﹤0.01%	1243

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jefferies Financial Group's ETY Position: Q1 2026 in Review

Jefferies Financial Group increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 42% in Q1 2026, buying an estimated $254K and bringing the position to 58,461 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #1007.

Jefferies Financial Group first reported a position in ETY in Q3 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Jefferies Financial Group held 58,461 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $806K as of Q1 2026.
Jefferies Financial Group bought 17,221 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $254K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1007 holding.
Jefferies Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.