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Independent Financial Group’s Eaton ETN Stock Holding History

Independent 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 		$2.99M Buy
7,019
+1,443
+26% +$582K 0.06% 350
2026
Q1 		$1.99M Sell
5,576
-1,832
-25% -$652K 0.04% 408
2025
Q4 		$2.36M Sell
7,408
-897
-11% -$318K 0.05% 347
2025
Q3 		$3.11M Buy
8,305
+695
+9% +$253K 0.07% 255
2025
Q2 		$2.72M Sell
7,610
-1,357
-15% -$418K 0.07% 263
2025
Q1 		$2.44M Buy
8,967
+3,091
+53% +$962K 0.08% 238
2024
Q4 		$1.95M Buy
5,876
+1,473
+33% +$517K 0.06% 302
2024
Q3 		$1.46M Buy
4,403
+1,955
+80% +$597K 0.05% 344
2024
Q2 		$768K Buy
2,448
+1,285
+110% +$415K 0.03% 471
2024
Q1 		$364K Buy
1,163
+10
+0.9% +$2.73K 0.02% 706
2023
Q4 		$278K Buy
+1,153
New +$255K 0.01% 753

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

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

Independent Financial Group increased its Eaton (ETN) stake by 26% in Q2 2026, buying an estimated $582K and bringing the position to 7,019 shares worth $2.99M. The position accounts for 0.06% of the portfolio, ranked #350.

Independent Financial Group first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Independent Financial Group held 7,019 shares of Eaton worth $2.99M as of Q2 2026.
  • Independent Financial Group bought 1,443 Eaton shares in Q2 2026, an estimated $582K.
  • Eaton made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #350 holding.
  • Independent Financial Group first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • Independent Financial Group's Eaton position peaked at $3.11M in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.