Legacy Trust’s Eaton ETN Stock Holding History

Legacy Trust’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	$544K	Buy	+1,522	New	+$542K	0.1%	125
2024 Q4	–	Sell	-827	Closed	-$274K	–	162
2024 Q3	$274K	Buy	+827	New	+$253K	0.06%	141

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Trust's ETN Position: Q1 2026 in Review

Legacy Trust opened a new position in Eaton (ETN) in Q1 2026: 1,522 shares worth $544K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings. This is a return to the name: Legacy Trust previously reported a position in ETN as recently as Q3 2024.

Legacy Trust first reported a position in ETN in Q3 2024 and has held it in 2 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Legacy Trust held 1,522 shares of Eaton worth $544K as of Q1 2026.
Eaton was a new Legacy Trust position in Q1 2026.
Eaton made up 0.1% of Legacy Trust's portfolio in Q1 2026, its #125 holding.
Legacy Trust first reported a position in Eaton in Q3 2024 and has held it in 2 quarters since.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.