COFSG
ETN icon

Carbahal Olsen Financial Services Group’s Eaton ETN Stock Holding History

Carbahal Olsen Financial Services 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 		$676K Hold
1,587
– – 0.47% 15
2026
Q1 		$568K Sell
1,587
-4
-0.3% -$1.42K 0.45% 15
2025
Q4 		$507K Buy
1,591
+4
+0.3% +$1.42K 0.39% 17
2025
Q3 		$594K Hold
1,587
– – 0.48% 14
2025
Q2 		$567K Hold
1,587
– – 0.48% 14
2025
Q1 		$431K Hold
1,587
– – 0.41% 14
2024
Q4 		$527K Buy
+1,587
New +$557K 0.49% 14

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 $3.37T 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

Carbahal Olsen Financial Services Group's ETN Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group held its Eaton (ETN) position steady in Q2 2026 at 1,587 shares worth $676K. The position accounts for 0.47% of the portfolio, ranked #15.

Carbahal Olsen Financial Services Group first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 2,652 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 1,587 shares of Eaton worth $676K as of Q2 2026.
  • Carbahal Olsen Financial Services Group left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.47% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #15 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 2,652 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.