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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
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 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Richardson Financial Services's ETN Position: Q1 2026 in Review

Richardson Financial Services reduced its Eaton (ETN) stake by 90% in Q1 2026, selling an estimated $47K and leaving 15 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Richardson Financial Services first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.8K in Q4 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Richardson Financial Services held 15 shares of Eaton worth $5.38K as of Q1 2026.
  • Richardson Financial Services sold 132 Eaton shares in Q1 2026, an estimated $47K.
  • Eaton made up ﹤0.01% of Richardson Financial Services's portfolio in Q1 2026, its #521 holding.
  • Richardson Financial Services first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
  • Richardson Financial Services's Eaton position peaked at $46.8K in Q4 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.