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PMG Family Office’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

PMG Family Office’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 		$1.7M Buy
117,115
+3,303
+3% +$48.2K 1.57% 18
2026
Q1 		$1.57M Buy
113,812
+8,259
+8% +$122K 1.75% 17
2025
Q4 		$1.62M Buy
105,553
+450
+0.4% +$6.98K 1.87% 14
2025
Q3 		$1.67M Buy
+105,103
New +$1.65M 1.87% 16

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PMG Family Office's ETY Position: Q2 2026 in Review

PMG Family Office increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2.9% in Q2 2026, buying an estimated $48.2K and bringing the position to 117,115 shares worth $1.7M. The position accounts for 1.57% of the portfolio, ranked #18.

PMG Family Office first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • PMG Family Office held 117,115 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.7M as of Q2 2026.
  • PMG Family Office bought 3,303 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $48.2K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 1.57% of PMG Family Office's portfolio in Q2 2026, its #18 holding.
  • PMG Family Office first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.