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 Q2	$652K	Buy	1,530 +8	+0.5%	+$3.23K	0.12%	114
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Trust's ETN Position: Q2 2026 in Review

Legacy Trust increased its Eaton (ETN) stake by 0.53% in Q2 2026, buying an estimated $3.23K and bringing the position to 1,530 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #114.

Legacy Trust first reported a position in ETN in Q3 2024 and has held it in 3 quarters since. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Legacy Trust held 1,530 shares of Eaton worth $652K as of Q2 2026.
Legacy Trust bought 8 Eaton shares in Q2 2026, an estimated $3.23K.
Eaton made up 0.12% of Legacy Trust's portfolio in Q2 2026, its #114 holding.
Legacy Trust first reported a position in Eaton in Q3 2024 and has held it in 3 quarters since.
2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.