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
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 $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial's EVG Position: Q1 2026 in Review

Raymond James Financial increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 41% in Q1 2026, buying an estimated $75.9K and bringing the position to 24,238 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #4736.

Raymond James Financial first reported a position in EVG in Q2 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • Raymond James Financial held 24,238 shares of Eaton Vance Short Duration Diversified Income Fund worth $259K as of Q1 2026.
  • Raymond James Financial bought 6,992 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $75.9K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4736 holding.
  • Raymond James Financial first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.