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

Kapstone Financial Advisors’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 Q2	$193K	Hold	13,266	–	–	0.08%	168
2026 Q1	$183K	Buy	13,266 +2,000	+18%	+$29.5K	0.09%	143
2025 Q4	$173K	Hold	11,266	–	–	0.09%	126
2025 Q3	$179K	Hold	11,266	–	–	0.08%	116
2025 Q2	$174K	Buy	11,266 +300	+3%	+$4.3K	0.09%	113
2025 Q1	$156K	Hold	10,966	–	–	0.09%	105
2024 Q4	$167K	Buy	+10,966	New	+$163K	0.09%	107

Other funds holding ETY

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Kapstone Financial Advisors's ETY Position: Q2 2026 in Review

Kapstone Financial Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 13,266 shares worth $193K. The position accounts for 0.08% of the portfolio, ranked #168.

Kapstone Financial Advisors first reported a position in ETY in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Kapstone Financial Advisors held 13,266 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $193K as of Q2 2026.
Kapstone Financial Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.08% of Kapstone Financial Advisors's portfolio in Q2 2026, its #168 holding.
Kapstone Financial Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.