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Oldfather Financial Services’s Eaton ETN Stock Holding History

Oldfather Financial Services’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
2025
Q4 		$1.37M Buy
4,311
+74
+2% +$26.2K 0.41% 34
2025
Q3 		$1.59M Buy
4,237
+11
+0.3% +$4K 0.49% 30
2025
Q2 		$1.51M Buy
4,226
+15
+0.4% +$4.62K 0.52% 29
2025
Q1 		$1.14M Sell
4,211
-11
-0.3% -$3.42K 0.43% 31
2024
Q4 		$1.4M Buy
4,222
+1
+0% +$351 0.53% 27
2024
Q3 		$1.4M Buy
4,221
+10
+0.2% +$3.06K 0.54% 26
2024
Q2 		$1.32M Hold
4,211
– – 0.54% 26
2024
Q1 		$1.32M Buy
4,211
+6
+0.1% +$1.64K 0.54% 26
2023
Q4 		$1.01M Sell
4,205
-11
-0.3% -$2.43K 0.45% 29
2023
Q3 		$899K Hold
4,216
– – 0.46% 29
2023
Q2 		$848K Sell
4,216
-3
-0.1% -$528 0.41% 32
2023
Q1 		$723K Hold
4,219
– – 0.37% 34
2022
Q4 		$662K Buy
4,219
+11
+0.3% +$1.69K 0.38% 35
2022
Q3 		$561K Sell
4,208
-15
-0.4% -$2.1K 0.35% 36
2022
Q2 		$598K Sell
4,223
-4
-0.1% -$560 0.34% 36
2022
Q1 		$625K Sell
4,227
-2
-0% -$313 0.34% 37
2021
Q4 		$664K Buy
4,229
+73
+2% +$12.1K 0.35% 36
2021
Q3 		$714K Hold
4,156
– – 0.37% 34
2021
Q2 		$696K Hold
4,156
– – 0.38% 33
2021
Q1 		$581K Hold
4,156
– – 0.33% 39
2020
Q4 		$507K Hold
4,156
– – 0.3% 41
2020
Q3 		$450K Sell
4,156
-260
-6% -$25.4K 0.32% 41
2020
Q2 		$417K Hold
4,416
– – 0.32% 40
2020
Q1 		$342K Hold
4,416
– – 0.32% 40
2019
Q4 		$428K Buy
+4,416
New +$392K 0.4% 34

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oldfather Financial Services's ETN Position: Q4 2025 in Review

Oldfather Financial Services increased its Eaton (ETN) stake by 1.7% in Q4 2025, buying an estimated $26.2K and bringing the position to 4,311 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #34.

Oldfather Financial Services first reported a position in ETN in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.59M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Oldfather Financial Services held 4,311 shares of Eaton worth $1.37M as of Q4 2025.
  • Oldfather Financial Services bought 74 Eaton shares in Q4 2025, an estimated $26.2K.
  • Eaton made up 0.41% of Oldfather Financial Services's portfolio in Q4 2025, its #34 holding.
  • Oldfather Financial Services first reported a position in Eaton in Q4 2019 and has held it in 25 quarters since.
  • Oldfather Financial Services's Eaton position peaked at $1.59M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.