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 Q3	–	Sell	-57,480	Closed	-$836K	–	1469
2026 Q2	$836K	Sell	57,480 -981	-2%	-$14.3K	0.01%	1044
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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Jefferies Financial Group's ETY Position: Q3 2026 in Review

Jefferies Financial Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2026, closing a stake of 57,480 shares — an estimated $836K sold.

Jefferies Financial Group first reported a position in ETY in Q3 2024 and held it in 8 quarters. The position peaked at $836K in Q2 2026. 149 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

Jefferies Financial Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 57,480 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $836K.
Jefferies Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and held it in 8 quarters.
Jefferies Financial Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $836K in Q2 2026.
149 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.