RFA
EVG

Resurgent Financial Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Resurgent Financial Advisors’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 		$146K Buy
13,520
+1,371
+11% +$14.7K 0.04% 295
2026
Q1 		$130K Buy
+12,149
New +$132K 0.05% 245

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

Resurgent Financial Advisors's EVG Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 11% in Q2 2026, buying an estimated $14.7K and bringing the position to 13,520 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #295.

Resurgent Financial Advisors first reported a position in EVG in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Resurgent Financial Advisors held 13,520 shares of Eaton Vance Short Duration Diversified Income Fund worth $146K as of Q2 2026.
  • Resurgent Financial Advisors bought 1,371 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $14.7K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.04% of Resurgent Financial Advisors's portfolio in Q2 2026, its #295 holding.
  • Resurgent Financial Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

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