S Harris Financial Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

S Harris Financial Group’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	$1.25M	Buy	86,020 +1,356	+2%	+$19.8K	0.97%	16
2026 Q1	$1.17M	Buy	84,664 +1,349	+2%	+$19.9K	1.06%	15
2025 Q4	$1.28M	Buy	+83,315	New	+$1.29M	1.22%	14

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S Harris Financial Group's ETY Position: Q2 2026 in Review

S Harris Financial Group increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.6% in Q2 2026, buying an estimated $19.8K and bringing the position to 86,020 shares worth $1.25M. The position accounts for 0.97% of the portfolio, ranked #16.

S Harris Financial Group first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

S Harris Financial Group held 86,020 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.25M as of Q2 2026.
S Harris Financial Group bought 1,356 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $19.8K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.97% of S Harris Financial Group's portfolio in Q2 2026, its #16 holding.
S Harris Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
S Harris Financial Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.28M in Q4 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.