Sowell Financial Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Sowell Financial Services’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 Q3	$147K	Buy	14,772 +309	+2%	+$3.26K	﹤0.01%	1150
2026 Q2	$156K	Buy	14,463 +293	+2%	+$3.15K	0.01%	1110
2026 Q1	$151K	Buy	14,170 +292	+2%	+$3.17K	0.01%	1074
2025 Q4	$152K	Buy	13,878 +278	+2%	+$3.07K	0.01%	1058
2025 Q3	$154K	Buy	13,600 +268	+2%	+$3.01K	0.01%	1018
2025 Q2	$147K	Buy	13,332 +266	+2%	+$2.87K	0.01%	993
2025 Q1	$143K	Buy	+13,066	New	+$144K	0.01%	957
2023 Q2	–	Sell	-12,963	Closed	-$135K	–	636
2023 Q1	$135K	Buy	+12,963	New	+$136K	0.01%	716
2021 Q2	–	Sell	-11,027	Closed	-$147K	–	1187
2021 Q1	$147K	Buy	+11,027	New	+$144K	0.01%	1200

Other funds holding EVG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sowell Financial Services's EVG Position: Q3 2026 in Review

Sowell Financial Services increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 2.1% in Q3 2026, buying an estimated $3.26K and bringing the position to 14,772 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Sowell Financial Services first reported a position in EVG in Q1 2021 and has held it in 9 quarters since. The position peaked at $156K in Q2 2026. 4 funds tracked by Wall St. Rank hold EVG as of Q3 2026.

Sowell Financial Services held 14,772 shares of Eaton Vance Short Duration Diversified Income Fund worth $147K as of Q3 2026.
Sowell Financial Services bought 309 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2026, an estimated $3.26K.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1150 holding.
Sowell Financial Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2021 and has held it in 9 quarters since.
Sowell Financial Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $156K in Q2 2026.
4 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.