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Lionsbridge Wealth Management’s Eaton ETN Stock Holding History

Lionsbridge Wealth Management’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 		$474K Buy
+1,113
New +$449K 0.47% 50
2020
Q1 		– Sell
-12
Closed -$1K – 116
2019
Q4 		$1K Buy
+12
New +$1.06K ﹤0.01% 207

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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

Lionsbridge Wealth Management's ETN Position: Q2 2026 in Review

Lionsbridge Wealth Management opened a new position in Eaton (ETN) in Q2 2026: 1,113 shares worth $474K. The stake represents 0.47% of the portfolio and ranks #50 among its holdings. This is a return to the name: Lionsbridge Wealth Management previously reported a position in ETN as recently as Q4 2019.

Lionsbridge Wealth Management first reported a position in ETN in Q4 2019 and has held it in 2 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Lionsbridge Wealth Management held 1,113 shares of Eaton worth $474K as of Q2 2026.
  • Eaton was a new Lionsbridge Wealth Management position in Q2 2026.
  • Eaton made up 0.47% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Lionsbridge Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 2 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.