STIFEL FINANCIAL CORP
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 720672
ST. LOUIS, MO
Position in EVG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$161,311
+$3,452 QoQ
Shares Held
14,964
+1.3% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 41 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,476,870,285 across 286 Asset Management names. EVG ranks #269 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in EVG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,311 | 14,964 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $157,859 | 14,767 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $150,990 | 13,827 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $362,217 | 31,998 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $178,994 | 16,228 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $232,413 | 21,167 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $235,391 | 21,556 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $246,541 | 22,052 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $216,442 | 20,041 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $241,813 | 22,899 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $191,853 | 18,483 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $214,503 | 20,685 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $208,482 | 21,252 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $220,390 | 21,090 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $211,004 | 20,707 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $198,832 | 20,289 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $223,234 | 20,766 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $194,970 | 16,866 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $145,041 | 10,930 | Shares | Defined | 2022-02-14 | |
| 2021-03-31 | $218,442 | 16,599 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $195,028 | 15,779 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $167,845 | 14,659 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $173,655 | 15,300 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||