Lantz Financial
ETN icon

Lantz Financial’s Eaton ETN Stock Holding History

Lantz Financial’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
Q3 		$253K Sell
588
-242
-29% -$101K 0.05% 232
2026
Q2 		$354K Buy
830
+21
+3% +$8.47K 0.06% 205
2026
Q1 		$289K Buy
809
+33
+4% +$11.7K 0.06% 211
2025
Q4 		$247K Sell
776
-133
-15% -$47.1K 0.05% 229
2025
Q3 		$340K Buy
909
+96
+12% +$34.9K 0.08% 194
2025
Q2 		$290K Buy
+813
New +$250K 0.07% 184
2025
Q1 		– Sell
-659
Closed -$219K – 224
2024
Q4 		$219K Buy
659
+30
+5% +$10.5K 0.06% 212
2024
Q3 		$208K Buy
+629
New +$192K 0.06% 215

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Lantz Financial's ETN Position: Q3 2026 in Review

Lantz Financial reduced its Eaton (ETN) stake by 29% in Q3 2026, selling an estimated $101K and leaving 588 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #232.

Lantz Financial first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q2 2026. 1,803 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Lantz Financial held 588 shares of Eaton worth $253K as of Q3 2026.
  • Lantz Financial sold 242 Eaton shares in Q3 2026, an estimated $101K.
  • Eaton made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #232 holding.
  • Lantz Financial first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • Lantz Financial's Eaton position peaked at $354K in Q2 2026.
  • 1,803 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.