SFG
ETG

Stonebridge Financial Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Stonebridge Financial Group’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Buy
+17,355
New +$389K 0.06% 193

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stonebridge Financial Group's ETG Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026: 17,355 shares worth $408K. The stake represents 0.06% of the portfolio and ranks #193 among its holdings.

132 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Stonebridge Financial Group held 17,355 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $408K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Stonebridge Financial Group position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.06% of Stonebridge Financial Group's portfolio in Q2 2026, its #193 holding.
  • 132 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.