Summit Asset Management
ETN icon

Summit Asset Management’s Eaton ETN Stock Holding History

Summit Asset Management’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
Q3 		– Sell
-472
Closed -$201K – 186
2026
Q2 		$201K Buy
+472
New +$190K 0.03% 180
2025
Q3 		– Sell
-617
Closed -$220K – 174
2025
Q2 		$220K Buy
+617
New +$190K 0.04% 164

Other funds holding ETN

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Summit Asset Management's ETN Position: Q3 2026 in Review

Summit Asset Management sold out of Eaton (ETN) in Q3 2026, closing a stake of 472 shares — an estimated $201K sold.

Summit Asset Management first reported a position in ETN in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Summit Asset Management reported no remaining Eaton position as of Q3 2026 after selling out during the quarter.
  • Summit Asset Management sold 472 Eaton shares in Q3 2026, an estimated $201K.
  • Summit Asset Management first reported a position in Eaton in Q2 2025 and held it in 2 quarters.
  • Summit Asset Management's Eaton position peaked at $220K in Q2 2025.
  • 1,523 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.