KMG FIDUCIARY PARTNERS, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1773205
TOLEDO, OH
Position in EXG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,154,742
-$281,471 QoQ
Shares Held
364,289
+1.0% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026KMG FIDUCIARY PARTNERS, LLC holds $12,781,405 across 4 Asset Management names. EXG ranks #2 (24.7% of the industry book) .
All Filings in EXG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,154,742 | 364,289 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,436,213 | 360,568 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,677,565 | 294,238 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,556,391 | 292,159 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,138,052 | 262,660 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $988,439 | 120,984 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,076,684 | 123,473 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,058,785 | 125,300 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,025,981 | 125,733 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,084,271 | 399,517 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,951,220 | 400,437 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,155,462 | 398,417 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,092,150 | 395,922 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,360,152 | 312,603 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,459,961 | 339,305 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,466,932 | 449,667 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,306,482 | 443,510 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,227,357 | 396,191 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,167,068 | 417,124 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,484,715 | 439,678 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,011,173 | 431,309 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $3,641,461 | 415,218 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,824,458 | 383,758 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,674,785 | 362,437 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,170,871 | 340,262 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||