Resurgent Financial Advisors LLC
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 1912339
ATLANTA, GA
Position in EVG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,745
+$15,873 QoQ
Shares Held
13,520
+11.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#31
of 41 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Resurgent Financial Advisors LLC holds $4,424,062 across 14 Asset Management names. EVG ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
47,746 | $797,358 | |
| 2 | BX |
Blackstone Inc.
|
5,427 | $638,595 | |
| 3 | RJF |
Raymond James Financial Inc
|
3,992 | $606,903 | |
| 4 | UTG |
Reaves Utility Income Fund
|
11,809 | $480,862 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
7,570 | $304,541 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,065 | $303,661 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
30,000 | $276,600 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,416 | $260,396 |
All Filings in EVG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,745 | 13,520 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $129,872 | 12,149 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||