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Financial Council’s Eaton ETN Stock Holding History

Financial Council’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 		$315K Hold
739
– – 0.1% 78
2026
Q1 		$264K Hold
739
– – 0.1% 79
2025
Q4 		$235K Hold
739
– – 0.09% 86
2025
Q3 		$277K Sell
739
-25
-3% -$9.09K 0.12% 70
2025
Q2 		$273K Buy
764
+2
+0.3% +$616 0.13% 68
2025
Q1 		$207K Buy
762
+1
+0.1% +$311 0.11% 84
2024
Q4 		$253K Buy
761
+1
+0.1% +$351 0.13% 71
2024
Q3 		$252K Sell
760
-67
-8% -$20.5K 0.13% 73
2024
Q2 		$259K Sell
827
-14
-2% -$4.52K 0.15% 70
2024
Q1 		$263K Sell
841
-47
-5% -$12.8K 0.16% 65
2023
Q4 		$214K Buy
+888
New +$196K 0.14% 70

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

Financial Council's ETN Position: Q2 2026 in Review

Financial Council held its Eaton (ETN) position steady in Q2 2026 at 739 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #78.

Financial Council first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Financial Council held 739 shares of Eaton worth $315K as of Q2 2026.
  • Financial Council left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.1% of Financial Council's portfolio in Q2 2026, its #78 holding.
  • Financial Council first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.