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Bright Financial Advisors’s Eaton ETN Stock Holding History

Bright Financial Advisors’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 		$4.12M Sell
11,529
-188
-2% -$66.9K 1.89% 16
2025
Q4 		$3.73M Sell
11,717
-95
-0.8% -$33.7K 1.76% 16
2025
Q3 		$4.42M Hold
11,812
– – 2.16% 15
2025
Q2 		$4.22M Sell
11,812
-98
-0.8% -$30.2K 2.34% 13
2025
Q1 		$3.24M Sell
11,910
-231
-2% -$71.9K 1.99% 13
2024
Q4 		$4.03M Hold
12,141
– – 2.53% 12
2024
Q3 		$4.02M Buy
12,141
+198
+2% +$60.5K 2.56% 9
2024
Q2 		$3.74M Buy
+11,943
New +$3.86M 2.64% 9

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

Bright Financial Advisors's ETN Position: Q1 2026 in Review

Bright Financial Advisors reduced its Eaton (ETN) stake by 1.6% in Q1 2026, selling an estimated $66.9K and leaving 11,529 shares worth $4.12M. The position accounts for 1.89% of the portfolio, ranked #16.

Bright Financial Advisors first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.42M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Bright Financial Advisors held 11,529 shares of Eaton worth $4.12M as of Q1 2026.
  • Bright Financial Advisors sold 188 Eaton shares in Q1 2026, an estimated $66.9K.
  • Eaton made up 1.89% of Bright Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Bright Financial Advisors first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • Bright Financial Advisors's Eaton position peaked at $4.42M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.