Shum Financial Group’s Eaton ETN Stock Holding History

Shum Financial Group’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	$259K	Buy	+607	New	+$245K	0.16%	95

Other funds holding ETN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Shum Financial Group's ETN Position: Q2 2026 in Review

Shum Financial Group opened a new position in Eaton (ETN) in Q2 2026: 607 shares worth $259K. The stake represents 0.16% of the portfolio and ranks #95 among its holdings.

1,614 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Shum Financial Group held 607 shares of Eaton worth $259K as of Q2 2026.
Eaton was a new Shum Financial Group position in Q2 2026.
Eaton made up 0.16% of Shum Financial Group's portfolio in Q2 2026, its #95 holding.
1,614 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.