Raymond James Financial
EVG

Raymond James Financial’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Raymond James Financial’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 		$913K Buy
84,720
+60,482
+250% +$649K ﹤0.01% 4065
2026
Q1 		$259K Buy
24,238
+6,992
+41% +$75.9K ﹤0.01% 4736
2025
Q4 		$188K Buy
17,246
+14
+0.1% +$155 ﹤0.01% 4807
2025
Q3 		$195K Buy
17,232
+1,189
+7% +$13.3K ﹤0.01% 4631
2025
Q2 		$177K Buy
+16,043
New +$173K ﹤0.01% 4579

Other funds holding EVG

Ameriprise
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's EVG Position: Q2 2026 in Review

Raymond James Financial increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 250% in Q2 2026, buying an estimated $649K and bringing the position to 84,720 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #4065.

Raymond James Financial first reported a position in EVG in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Raymond James Financial held 84,720 shares of Eaton Vance Short Duration Diversified Income Fund worth $913K as of Q2 2026.
  • Raymond James Financial bought 60,482 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $649K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4065 holding.
  • Raymond James Financial first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.