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Equibles

Stonebridge Financial Planning Group, LLC

Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

CIK 1802494 ORLANDO, FL
Back to EXG Full portfolio

Position in EXG

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$276,033
+$32,913 QoQ
Shares Held
28,138
+0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#118
of 298 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Stonebridge Financial Planning Group, LLC holds $2,343,203 across 5 Asset Management names. EXG ranks #5 (11.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 46,997 $870,854
2 MMT
Aberdeen Multi-Market Income Fund
 95,998 $422,391
3 APO
Apollo Global Management, Inc.
 3,500 $414,085
4 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 13,000 $359,840
5 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
This page 		28,138 $276,033

All Filings in EXG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $276,033 28,138
2026-03-31 $243,120 28,074
2025-12-31 $266,925 28,009
2025-09-30 $254,308 27,946
2025-06-30 $243,958 27,881
2025-03-31 $226,414 27,815
2024-12-31 $226,709 27,749
2024-09-30 $241,413 27,685
2024-06-30 $233,422 27,624
2024-03-31 $224,905 27,562
2023-12-31 $212,369 27,509
2023-09-30 $202,328 27,453
2023-06-30 $217,015 27,401
2023-03-31 $213,611 27,351
2022-12-31 $206,122 27,301
2022-09-30 $222,923 30,748
2022-06-30 $236,627 30,691
2022-03-31 $297,660 30,655
2021-12-31 $326,758 30,624
2021-09-30 $310,639 31,095
2021-06-30 $331,928 32,542
2021-03-31 $348,536 37,477
2020-12-31 $332,444 37,907
2020-09-30 $278,421 37,829
2020-06-30 $285,967 38,749
2020-03-31 $265,822 41,665