Home › Stocks › EVSD

EVSD — EATON VANCE SHRT DUR INC

Reported value held$456.40M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)5
Institutional value$455.44M · 8.96M sh
New / Add / Cut / Exit4 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +12.9% (+1.02M sh)
Institutional value change Up +12.7%

As of Q2 2026, 5 SEC-registered investment managers reported holding EVSD (EATON VANCE SHRT DUR INC) in their latest 13F filings, with a combined reported value of $455.44M across 8.96M shares. That is +12.9% by share count (+1.02M shares) versus the previous quarter, while reported value moved +12.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 8.88M $451.65M 0.03% Add
Bank of America Corp history Q2 2026 71.19K $3.62M 0.00% New
Citadel Advisors history Q4 2025 18.16K $934.17K 0.00% Reduce
PNC Financial Services history Q2 2026 2.46K $124.90K 0.00% New
JPMorgan Chase & Co history Q2 2026 700 $35.77K 0.00% New
UBS Group AG history Q3 2024 503 $25.62K 0.00% Reduce
Wells Fargo & Co history Q2 2026 167 $8.49K 0.00% New
Fidelity Management & Research (FMR) history Q4 2024 2 $101 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 578.06K 613.59K 1.07M 1.72M 4.05M 5.22M 5.87M 7.93M 8.88M
Bank of America Corp — — — — — — — — 71.19K
PNC Financial Services — — — — — — — — 2.46K
JPMorgan Chase & Co — — — — — — — — 700
Wells Fargo & Co — — — — — — 212 — 167
Citadel Advisors — 5.40K 39.82K — — 55.44K 18.16K — —
Fidelity Management & Research (FMR) 4 2 2 — — — — — —
UBS Group AG 790 503 — — — — — — —

Download holders (CSV)