PFM
ETN icon

Phillips Financial Management’s Eaton ETN Stock Holding History

Phillips Financial 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 		$210K Buy
+493
New +$199K 0.02% 204

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Phillips Financial Management's ETN Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Eaton (ETN) in Q2 2026: 493 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Phillips Financial Management held 493 shares of Eaton worth $210K as of Q2 2026.
  • Eaton was a new Phillips Financial Management position in Q2 2026.
  • Eaton made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #204 holding.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.