Everest Financial Group’s Eaton ETN Stock Holding History

Everest Financial 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	$7.32M	Buy	17,182 +147	+0.9%	+$59.3K	0.99%	27
2026 Q1	$6.09M	Buy	+17,035	New	+$6.06M	1%	29

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

Everest Financial Group's ETN Position: Q2 2026 in Review

Everest Financial Group increased its Eaton (ETN) stake by 0.86% in Q2 2026, buying an estimated $59.3K and bringing the position to 17,182 shares worth $7.32M. The position accounts for 0.99% of the portfolio, ranked #27.

Everest Financial Group first reported a position in ETN in Q1 2026 and has held it in 2 quarters since. 2,650 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Everest Financial Group held 17,182 shares of Eaton worth $7.32M as of Q2 2026.
Everest Financial Group bought 147 Eaton shares in Q2 2026, an estimated $59.3K.
Eaton made up 0.99% of Everest Financial Group's portfolio in Q2 2026, its #27 holding.
Everest Financial Group first reported a position in Eaton in Q1 2026 and has held it in 2 quarters since.
2,650 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.