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Berger Financial Group’s Eaton ETN Stock Holding History

Berger Financial Group’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
Q2 		$1.61M Sell
3,784
-32
-0.8% -$12.9K 0.08% 172
2026
Q1 		$1.36M Buy
3,816
+89
+2% +$31.7K 0.08% 180
2025
Q4 		$1.19M Buy
3,727
+966
+35% +$342K 0.07% 194
2025
Q3 		$1.03M Buy
2,761
+1,598
+137% +$581K 0.06% 202
2025
Q2 		$415K Sell
1,163
-43
-4% -$13.2K 0.03% 290
2025
Q1 		$328K Buy
1,206
+125
+12% +$38.9K 0.02% 319
2024
Q4 		$359K Sell
1,081
-36
-3% -$12.6K 0.02% 301
2024
Q3 		$370K Buy
1,117
+154
+16% +$47.1K 0.03% 272
2024
Q2 		$302K Buy
963
+262
+37% +$84.6K 0.02% 281
2024
Q1 		$219K Buy
+701
New +$192K 0.02% 340

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Berger Financial Group's ETN Position: Q2 2026 in Review

Berger Financial Group reduced its Eaton (ETN) stake by 0.84% in Q2 2026, selling an estimated $12.9K and leaving 3,784 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #172.

Berger Financial Group first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Berger Financial Group held 3,784 shares of Eaton worth $1.61M as of Q2 2026.
  • Berger Financial Group sold 32 Eaton shares in Q2 2026, an estimated $12.9K.
  • Eaton made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #172 holding.
  • Berger Financial Group first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.