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

Summit Financial’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 		$680K Buy
46,762
+504
+1% +$7.35K 0.01% 983
2026
Q1 		$638K Sell
46,258
-225
-0.5% -$3.32K 0.01% 928
2025
Q4 		$713K Sell
46,483
-7,573
-14% -$117K 0.01% 777
2025
Q3 		$859K Buy
54,056
+2,977
+6% +$46.9K 0.01% 700
2025
Q2 		$790K Buy
+51,079
New +$732K 0.02% 463

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's ETY Position: Q2 2026 in Review

Summit Financial increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.1% in Q2 2026, buying an estimated $7.35K and bringing the position to 46,762 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #983.

Summit Financial first reported a position in ETY in Q2 2025 and has held it in 5 quarters since. The position peaked at $859K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Summit Financial held 46,762 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $680K as of Q2 2026.
  • Summit Financial bought 504 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $7.35K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #983 holding.
  • Summit Financial first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $859K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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