Bank Julius Baer & Co
ETN icon

Bank Julius Baer & Co’s Eaton ETN Stock Holding History

Bank Julius Baer & Co’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212M Buy
596,945
+60,222
+11% +$21.4M 0.64% 42
2025
Q4 		$171M Buy
536,723
+5,214
+1% +$1.85M 0.47% 49
2025
Q3 		$199M Sell
531,509
-7,852
-1% -$2.86M 0.56% 44
2025
Q2 		$193M Sell
539,361
-61,708
-10% -$19M 0.57% 50
2025
Q1 		$164M Buy
601,069
+61,396
+11% +$19.1M 0.53% 53
2024
Q4 		$193M Buy
539,673
+429,701
+391% +$151M 0.6% 38
2024
Q3 		$36.2M Sell
109,972
-3,070
-3% -$938K 0.12% 102
2024
Q2 		$35.4M Buy
113,042
+1,204
+1% +$389K 0.14% 91
2024
Q1 		$34.9M Buy
111,838
+3,781
+3% +$1.03M 0.13% 102
2023
Q4 		$26M Buy
108,057
+91,289
+544% +$20.2M 0.11% 120
2023
Q3 		$3.58M Buy
16,768
+11,467
+216% +$2.47M 0.02% 190
2023
Q2 		$1.07M Sell
5,301
-449
-8% -$79K 0.01% 263
2023
Q1 		$985K Sell
5,750
-1,204
-17% -$200K 0.01% 272
2022
Q4 		$1.09M Buy
+6,954
New +$1.07M 0.01% 256
2021
Q1 		– Sell
-83
Closed -$10K – 841
2020
Q4 		$10K Buy
+83
New +$9.38K ﹤0.01% 764

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank Julius Baer & Co's ETN Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Eaton (ETN) stake by 11% in Q1 2026, buying an estimated $21.4M and bringing the position to 596,945 shares worth $212M. The position accounts for 0.64% of the portfolio, ranked #42.

Bank Julius Baer & Co first reported a position in ETN in Q4 2020 and has held it in 15 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Bank Julius Baer & Co held 596,945 shares of Eaton worth $212M as of Q1 2026.
  • Bank Julius Baer & Co bought 60,222 Eaton shares in Q1 2026, an estimated $21.4M.
  • Eaton made up 0.64% of Bank Julius Baer & Co's portfolio in Q1 2026, its #42 holding.
  • Bank Julius Baer & Co first reported a position in Eaton in Q4 2020 and has held it in 15 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.