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Beacon Financial Advisory’s Eaton ETN Stock Holding History

Beacon Financial Advisory’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 		$796K Buy
2,225
+177
+9% +$63K 0.18% 159
2025
Q4 		$652K Sell
2,048
-592
-22% -$210K 0.15% 174
2025
Q3 		$988K Buy
2,640
+706
+37% +$257K 0.23% 114
2025
Q2 		$691K Buy
1,934
+730
+61% +$225K 0.18% 151
2025
Q1 		$327K Buy
1,204
+7
+0.6% +$2.18K 0.1% 231
2024
Q4 		$397K Sell
1,197
-1
-0.1% -$351 0.13% 188
2024
Q3 		$397K Sell
1,198
-76
-6% -$23.2K 0.14% 183
2024
Q2 		$399K Buy
1,274
+171
+16% +$55.2K 0.15% 177
2024
Q1 		$345K Sell
1,103
-53
-5% -$14.5K 0.17% 163
2023
Q4 		$278K Sell
1,156
-66
-5% -$14.6K 0.13% 196
2023
Q3 		$261K Buy
1,222
+4
+0.3% +$862 0.14% 187
2023
Q2 		$245K Buy
1,218
+1
+0.1% +$176 0.14% 186
2023
Q1 		$209K Buy
+1,217
New +$203K 0.13% 194
2022
Q1 		– Sell
-1,265
Closed -$219K – 243
2021
Q4 		$219K Buy
+1,265
New +$210K 0.1% 224
2021
Q1 		– Sell
-5,047
Closed -$606K – 225
2020
Q4 		$606K Buy
5,047
+743
+17% +$84K 0.39% 81
2020
Q3 		$439K Buy
4,304
+300
+7% +$29.3K 0.38% 86
2020
Q2 		$350K Hold
4,004
– – 0.38% 90
2020
Q1 		$311K Sell
4,004
-8,400
-68% -$770K 0.4% 85
2019
Q4 		$1.17M Buy
+12,404
New +$1.1M 1.01% 31

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

Beacon Financial Advisory's ETN Position: Q1 2026 in Review

Beacon Financial Advisory increased its Eaton (ETN) stake by 8.6% in Q1 2026, buying an estimated $63K and bringing the position to 2,225 shares worth $796K. The position accounts for 0.18% of the portfolio, ranked #159.

Beacon Financial Advisory first reported a position in ETN in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2019. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Beacon Financial Advisory held 2,225 shares of Eaton worth $796K as of Q1 2026.
  • Beacon Financial Advisory bought 177 Eaton shares in Q1 2026, an estimated $63K.
  • Eaton made up 0.18% of Beacon Financial Advisory's portfolio in Q1 2026, its #159 holding.
  • Beacon Financial Advisory first reported a position in Eaton in Q4 2019 and has held it in 19 quarters since.
  • Beacon Financial Advisory's Eaton position peaked at $1.17M in Q4 2019.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.