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Evernest Financial Advisors’s Eaton ETN Stock Holding History

Evernest 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 		$251K Hold
602
– – 0.05% 163
2025
Q4 		$227K Sell
602
-346
-36% -$123K 0.05% 166
2025
Q3 		$355K Hold
948
– – 0.1% 139
2025
Q2 		$338K Buy
+948
New +$292K 0.11% 130

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VCM
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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

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

Evernest Financial Advisors held its Eaton (ETN) position steady in Q1 2026 at 602 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #163.

Evernest Financial Advisors first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. The position peaked at $355K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Evernest Financial Advisors held 602 shares of Eaton worth $251K as of Q1 2026.
  • Evernest Financial Advisors left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.05% of Evernest Financial Advisors's portfolio in Q1 2026, its #163 holding.
  • Evernest Financial Advisors first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • Evernest Financial Advisors's Eaton position peaked at $355K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.