WELLS FARGO & COMPANY/MN
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 72971
SAN FRANCISCO, CA
Position in EVG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$547,461
-$989 QoQ
Shares Held
50,785
-1.0% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 41 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $7,167,427,980 across 452 Asset Management names. EVG ranks #303 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in EVG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,461 | 50,785 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $548,450 | 51,305 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $536,193 | 49,102 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $497,411 | 43,941 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $526,427 | 47,727 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $569,861 | 51,900 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $575,691 | 52,719 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $487,481 | 43,603 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $389,221 | 36,039 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $328,204 | 31,080 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $333,000 | 32,081 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $563,204 | 54,311 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $334,932 | 34,142 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $420,611 | 40,250 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $393,374 | 38,604 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $384,727 | 39,258 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $427,430 | 39,761 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $430,331 | 37,226 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $505,361 | 38,083 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,180,573 | 163,584 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,441,525 | 786,852 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,098,827 | 843,376 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,848,385 | 796,795 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,204,788 | 541,903 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,714,098 | 767,762 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,012,334 | 733,059 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||