Stifel Financial
EVG

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

Stifel 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 		$161K Buy
14,964
+197
+1% +$2.12K ﹤0.01% 3558
2026
Q1 		$158K Buy
14,767
+940
+7% +$10.2K ﹤0.01% 3488
2025
Q4 		$151K Sell
13,827
-18,171
-57% -$201K ﹤0.01% 3436
2025
Q3 		$362K Buy
31,998
+15,770
+97% +$177K ﹤0.01% 3005
2025
Q2 		$179K Sell
16,228
-4,939
-23% -$53.3K ﹤0.01% 3280
2025
Q1 		$232K Sell
21,167
-389
-2% -$4.3K ﹤0.01% 3109
2024
Q4 		$235K Sell
21,556
-496
-2% -$5.54K ﹤0.01% 3091
2024
Q3 		$247K Buy
22,052
+2,011
+10% +$22.2K ﹤0.01% 3053
2024
Q2 		$216K Sell
20,041
-2,858
-12% -$30.6K ﹤0.01% 3074
2024
Q1 		$242K Buy
22,899
+4,416
+24% +$46.8K ﹤0.01% 3019
2023
Q4 		$192K Sell
18,483
-2,202
-11% -$22.3K ﹤0.01% 3067
2023
Q3 		$215K Sell
20,685
-567
-3% -$5.7K ﹤0.01% 2959
2023
Q2 		$208K Buy
21,252
+162
+0.8% +$1.59K ﹤0.01% 3027
2023
Q1 		$220K Buy
21,090
+383
+2% +$4.02K ﹤0.01% 2995
2022
Q4 		$211K Buy
20,707
+418
+2% +$4.45K ﹤0.01% 2957
2022
Q3 		$199K Sell
20,289
-477
-2% -$5.22K ﹤0.01% 2957
2022
Q2 		$223K Buy
20,766
+3,900
+23% +$41.9K ﹤0.01% 2928
2022
Q1 		$195K Buy
16,866
+5,936
+54% +$72.9K ﹤0.01% 3136
2021
Q4 		$145K Buy
+10,930
New +$146K ﹤0.01% 3211
2021
Q2 		– Sell
-16,599
Closed -$218K – 3330
2021
Q1 		$218K Buy
16,599
+820
+5% +$10.7K ﹤0.01% 2976
2020
Q4 		$195K Buy
15,779
+1,120
+8% +$13.7K ﹤0.01% 2827
2020
Q3 		$168K Sell
14,659
-641
-4% -$7.3K ﹤0.01% 2654
2020
Q2 		$174K Buy
+15,300
New +$171K ﹤0.01% 2611
2019
Q4 		– Sell
-10,514
Closed -$136K – 3034
2019
Q3 		$136K Buy
10,514
+24
+0.2% +$318 ﹤0.01% 2728
2019
Q2 		$142K Hold
10,490
– – ﹤0.01% 2781
2019
Q1 		$135K Hold
10,490
– – ﹤0.01% 2660
2018
Q4 		$131K Sell
10,490
-72
-0.7% -$913 ﹤0.01% 2529
2018
Q3 		$135K Sell
10,562
-550
-5% -$7.12K ﹤0.01% 2644
2018
Q2 		$143K Buy
+11,112
New +$148K ﹤0.01% 2604
2015
Q2 		– Sell
-27,055
Closed -$392K – 2370
2015
Q1 		$392K Sell
27,055
-1,403
-5% -$20.1K ﹤0.01% 1751
2014
Q4 		$403K Sell
28,458
-3,855
-12% -$55.5K ﹤0.01% 1719
2014
Q3 		$474K Sell
32,313
-2,000
-6% -$30K ﹤0.01% 1558
2014
Q2 		$526K Buy
34,313
+175
+0.5% +$2.67K ﹤0.01% 1461
2014
Q1 		$519K Buy
+34,138
New +$524K 0.01% 1415

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

Stifel Financial's EVG Position: Q2 2026 in Review

Stifel Financial increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 1.3% in Q2 2026, buying an estimated $2.12K and bringing the position to 14,964 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Stifel Financial first reported a position in EVG in Q1 2014 and has held it in 34 quarters since. The position peaked at $526K in Q2 2014. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Stifel Financial held 14,964 shares of Eaton Vance Short Duration Diversified Income Fund worth $161K as of Q2 2026.
  • Stifel Financial bought 197 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $2.12K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3558 holding.
  • Stifel Financial first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2014 and has held it in 34 quarters since.
  • Stifel Financial's Eaton Vance Short Duration Diversified Income Fund position peaked at $526K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.