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Brown Financial Advisors’s Eaton ETN Stock Holding History

Brown 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 		$1.67M Sell
4,682
-1,042
-18% -$371K 0.63% 47
2025
Q4 		$1.82M Buy
5,724
+631
+12% +$224K 0.67% 51
2025
Q3 		$1.91M Buy
5,093
+722
+17% +$263K 0.7% 50
2025
Q2 		$1.56M Sell
4,371
-20
-0.5% -$6.16K 0.61% 61
2025
Q1 		$1.19M Buy
4,391
+1,136
+35% +$354K 0.49% 75
2024
Q4 		$1.08M Buy
3,255
+235
+8% +$82.5K 0.43% 73
2024
Q3 		$1M Buy
+3,020
New +$923K 0.41% 78

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

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

Brown Financial Advisors reduced its Eaton (ETN) stake by 18% in Q1 2026, selling an estimated $371K and leaving 4,682 shares worth $1.67M. The position accounts for 0.63% of the portfolio, ranked #47.

Brown Financial Advisors first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Brown Financial Advisors held 4,682 shares of Eaton worth $1.67M as of Q1 2026.
  • Brown Financial Advisors sold 1,042 Eaton shares in Q1 2026, an estimated $371K.
  • Eaton made up 0.63% of Brown Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • Brown Financial Advisors first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • Brown Financial Advisors's Eaton position peaked at $1.91M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.