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Boreal Capital Management’s Eaton ETN Stock Holding History

Boreal Capital Management’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 		$39.2K Hold
92
– – 0.03% 200
2026
Q1 		$32.9K Buy
+92
New +$32.7K 0.03% 211
2025
Q4 		– Sell
-92
Closed -$32.6K – 235
2025
Q3 		$34.4K Buy
92
+62
+207% +$22.6K 0.03% 231
2025
Q2 		$10.7K Buy
+30
New +$9.24K 0.01% 339

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Boreal Capital Management's ETN Position: Q2 2026 in Review

Boreal Capital Management held its Eaton (ETN) position steady in Q2 2026 at 92 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #200.

Boreal Capital Management first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Boreal Capital Management held 92 shares of Eaton worth $39.2K as of Q2 2026.
  • Boreal Capital Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.03% of Boreal Capital Management's portfolio in Q2 2026, its #200 holding.
  • Boreal Capital Management first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.