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Richardson Financial Services’s Eaton ETN Stock Holding History

Richardson 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
2026
Q2 		$6.39K Hold
15
– – ﹤0.01% 491
2026
Q1 		$5.38K Sell
15
-132
-90% -$47K ﹤0.01% 521
2025
Q4 		$46.8K Buy
+147
New +$52.1K 0.02% 304

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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

Richardson Financial Services's ETN Position: Q2 2026 in Review

Richardson Financial Services held its Eaton (ETN) position steady in Q2 2026 at 15 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Richardson Financial Services first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.8K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Richardson Financial Services held 15 shares of Eaton worth $6.39K as of Q2 2026.
  • Richardson Financial Services left its Eaton share count unchanged in Q2 2026.
  • Eaton made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #491 holding.
  • Richardson Financial Services first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • Richardson Financial Services's Eaton position peaked at $46.8K in Q4 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.