EVSD — EATON VANCE SHRT DUR INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- Bank of America Corp 71.19K sh · $3.62M
- PNC Financial Services 2.46K sh · $124.90K
- JPMorgan Chase & Co 700 sh · $35.77K
- Wells Fargo & Co 167 sh · $8.49K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details