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Coastal Bridge Advisors’s Eaton ETN Stock Holding History

Coastal Bridge 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 		$2.64M Buy
7,381
+275
+4% +$97.9K 0.19% 125
2025
Q4 		$2.26M Buy
7,106
+630
+10% +$223K 0.17% 141
2025
Q3 		$2.42M Sell
6,476
-113
-2% -$41.1K 0.18% 127
2025
Q2 		$2.35M Buy
6,589
+52
+0.8% +$16K 0.19% 123
2025
Q1 		$1.78M Buy
+6,537
New +$2.04M 0.44% 57

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

Coastal Bridge Advisors's ETN Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Eaton (ETN) stake by 3.9% in Q1 2026, buying an estimated $97.9K and bringing the position to 7,381 shares worth $2.64M. The position accounts for 0.19% of the portfolio, ranked #125.

Coastal Bridge Advisors first reported a position in ETN in Q1 2025 and has held it in 5 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Coastal Bridge Advisors held 7,381 shares of Eaton worth $2.64M as of Q1 2026.
  • Coastal Bridge Advisors bought 275 Eaton shares in Q1 2026, an estimated $97.9K.
  • Eaton made up 0.19% of Coastal Bridge Advisors's portfolio in Q1 2026, its #125 holding.
  • Coastal Bridge Advisors first reported a position in Eaton in Q1 2025 and has held it in 5 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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