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 Q2	$2.11M	Buy	4,945 +263	+6%	+$106K	0.74%	39
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Financial Advisors's ETN Position: Q2 2026 in Review

Brown Financial Advisors increased its Eaton (ETN) stake by 5.6% in Q2 2026, buying an estimated $106K and bringing the position to 4,945 shares worth $2.11M. The position accounts for 0.74% of the portfolio, ranked #39.

Brown Financial Advisors first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Brown Financial Advisors held 4,945 shares of Eaton worth $2.11M as of Q2 2026.
Brown Financial Advisors bought 263 Eaton shares in Q2 2026, an estimated $106K.
Eaton made up 0.74% of Brown Financial Advisors's portfolio in Q2 2026, its #39 holding.
Brown Financial Advisors first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.