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Stonebridge Financial Group (Pennsylvania)’s Eaton ETN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-201
Closed -$54.6K – 451
2025
Q1 		$54.6K Buy
201
+5
+3% +$1.56K 0.01% 368
2024
Q4 		$65K Buy
+196
New +$68.8K 0.01% 346

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JP Morgan Chase
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ETN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Eaton (ETN) in Q2 2025, closing a stake of 201 shares — an estimated $54.6K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ETN in Q4 2024 and held it in 2 quarters. The position peaked at $65K in Q4 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 201 Eaton shares in Q2 2025, an estimated $54.6K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Eaton in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Eaton position peaked at $65K in Q4 2024.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.