Post Resch Tallon Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Post Resch Tallon Group’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	$373K	Buy	34,607 +6,924	+25%	+$74.3K	0.26%	69
2026 Q1	$295K	Sell	27,683 -452	-2%	-$4.91K	0.24%	78
2025 Q4	$307K	Sell	28,135 -58	-0.2%	-$641	0.26%	71
2025 Q3	$319K	Buy	28,193 +136	+0.5%	+$1.53K	0.28%	64
2025 Q2	$309K	Buy	28,057 +4,386	+19%	+$47.4K	0.3%	61
2025 Q1	$259K	Buy	23,671 +1,490	+7%	+$16.5K	0.26%	68
2024 Q4	$244K	Buy	+22,181	New	+$248K	0.23%	75

Other funds holding EVG

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Post Resch Tallon Group's EVG Position: Q2 2026 in Review

Post Resch Tallon Group increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 25% in Q2 2026, buying an estimated $74.3K and bringing the position to 34,607 shares worth $373K. The position accounts for 0.26% of the portfolio, ranked #69.

Post Resch Tallon Group first reported a position in EVG in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Post Resch Tallon Group held 34,607 shares of Eaton Vance Short Duration Diversified Income Fund worth $373K as of Q2 2026.
Post Resch Tallon Group bought 6,924 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $74.3K.
Eaton Vance Short Duration Diversified Income Fund made up 0.26% of Post Resch Tallon Group's portfolio in Q2 2026, its #69 holding.
Post Resch Tallon Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2024 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.