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Richards, Merrill & Peterson’s Eaton ETN Stock Holding History

Richards, Merrill & Peterson’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 		$244K Buy
+572
New +$231K 0.08% 178
2025
Q2 		– Sell
-147
Closed -$40K – 290
2025
Q1 		$40K Hold
147
– – 0.02% 274
2024
Q4 		$48.8K Buy
+147
New +$51.6K 0.03% 242

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Richards, Merrill & Peterson's ETN Position: Q2 2026 in Review

Richards, Merrill & Peterson opened a new position in Eaton (ETN) in Q2 2026: 572 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #178 among its holdings. This is a return to the name: Richards, Merrill & Peterson previously reported a position in ETN as recently as Q1 2025.

Richards, Merrill & Peterson first reported a position in ETN in Q4 2024 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Richards, Merrill & Peterson held 572 shares of Eaton worth $244K as of Q2 2026.
  • Eaton was a new Richards, Merrill & Peterson position in Q2 2026.
  • Eaton made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #178 holding.
  • Richards, Merrill & Peterson first reported a position in Eaton in Q4 2024 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.