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Key Financial Inc’s Eaton ETN Stock Holding History

Key Financial Inc’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 		$508K Sell
1,193
-96
-7% -$38.7K 0.08% 186
2026
Q1 		$461K Buy
1,289
+221
+21% +$78.6K 0.08% 191
2025
Q4 		$340K Sell
1,068
-7
-0.7% -$2.48K 0.06% 222
2025
Q3 		$402K Buy
1,075
+2
+0.2% +$727 0.07% 195
2025
Q2 		$383K Sell
1,073
-621
-37% -$191K 0.08% 199
2025
Q1 		$460K Buy
1,694
+73
+5% +$22.7K 0.1% 167
2024
Q4 		$538K Buy
1,621
+628
+63% +$220K 0.12% 146
2024
Q3 		$329K Buy
993
+2
+0.2% +$611 0.07% 197
2024
Q2 		$311K Hold
991
– – 0.07% 189
2024
Q1 		$310K Hold
991
– – 0.08% 183
2023
Q4 		$239K Hold
991
– – 0.07% 199
2023
Q3 		$211K Hold
991
– – 0.07% 192
2023
Q2 		$199K Buy
991
+35
+4% +$6.16K 0.07% 211
2023
Q1 		$164K Hold
956
– – 0.06% 226
2022
Q4 		$127K Hold
956
– – 0.06% 218
2022
Q3 		$127K Buy
956
+77
+9% +$10.8K 0.06% 223
2022
Q2 		$112K Hold
879
– – 0.06% 220
2022
Q1 		$133K Buy
879
+427
+94% +$66.8K 0.07% 211
2021
Q4 		$78K Buy
452
+8
+2% +$1.33K 0.04% 277
2021
Q3 		$66K Buy
444
+100
+29% +$16K 0.04% 301
2021
Q2 		$54K Hold
344
– – 0.03% 345
2021
Q1 		$48K Hold
344
– – 0.03% 281
2020
Q4 		$41K Buy
+344
New +$38.9K 0.03% 274
2020
Q2 		– Sell
-262
Closed -$21K – 255
2020
Q1 		$21K Buy
+262
New +$24K 0.02% 314

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

Key Financial Inc's ETN Position: Q2 2026 in Review

Key Financial Inc reduced its Eaton (ETN) stake by 7.4% in Q2 2026, selling an estimated $38.7K and leaving 1,193 shares worth $508K. The position accounts for 0.08% of the portfolio, ranked #186.

Key Financial Inc first reported a position in ETN in Q1 2020 and has held it in 24 quarters since. The position peaked at $538K in Q4 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Key Financial Inc held 1,193 shares of Eaton worth $508K as of Q2 2026.
  • Key Financial Inc sold 96 Eaton shares in Q2 2026, an estimated $38.7K.
  • Eaton made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #186 holding.
  • Key Financial Inc first reported a position in Eaton in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Eaton position peaked at $538K in Q4 2024.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.