Stonebridge Financial Planning Group, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1802494
ORLANDO, FL
Position in EXG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$243,120
-$23,805 QoQ
Shares Held
28,074
+0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stonebridge Financial Planning Group, LLC holds $2,739,391 across 5 Asset Management names. EXG ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
81,975 | $1,477,189 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,500 | $389,970 | |
| 3 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
13,000 | $319,150 | |
| 4 | MCR |
Mfs Charter Income Trust
|
51,149 | $309,962 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
This page
|
28,074 | $243,120 |
All Filings in EXG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,120 | 28,074 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $266,925 | 28,009 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $254,308 | 27,946 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $243,958 | 27,881 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $226,414 | 27,815 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $226,709 | 27,749 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $241,413 | 27,685 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $233,422 | 27,624 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $224,905 | 27,562 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $212,369 | 27,509 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,328 | 27,453 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $217,015 | 27,401 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $213,611 | 27,351 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $206,122 | 27,301 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $222,923 | 30,748 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $236,627 | 30,691 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $297,660 | 30,655 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $326,758 | 30,624 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $310,639 | 31,095 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $331,928 | 32,542 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $348,536 | 37,477 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $332,444 | 37,907 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $278,421 | 37,829 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $285,967 | 38,749 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $265,822 | 41,665 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||