Convergence Financial, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 2034001
COLUMBIA, MO
Position in ETY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$150,110
New position
Shares Held
10,324
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#156
of 210 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Asset Management
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $1,939,154 across 5 Asset Management names. ETY ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,012 | $973,098 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
18,980 | $572,626 | |
| 3 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
This page
|
10,324 | $150,110 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
12,746 | $137,529 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
10,784 | $105,791 |
All Filings in ETY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,110 | 10,324 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||