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Summit Financial’s Eaton ETN Stock Holding History

Summit Financial’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 		$3.07M Sell
8,580
-73
-0.8% -$26K 0.04% 449
2025
Q4 		$2.76M Buy
8,653
+154
+2% +$54.6K 0.04% 402
2025
Q3 		$3.18M Buy
8,499
+656
+8% +$239K 0.05% 360
2025
Q2 		$2.8M Sell
7,843
-1,876
-19% -$578K 0.06% 243
2025
Q1 		$2.64M Buy
9,719
+3,053
+46% +$951K 0.07% 222
2024
Q4 		$2.21M Buy
6,666
+3,543
+113% +$1.24M 0.08% 197
2024
Q3 		$1.04M Buy
3,123
+208
+7% +$63.6K 0.04% 253
2024
Q2 		$914K Buy
+2,915
New +$941K 0.04% 245

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Summit Financial's ETN Position: Q1 2026 in Review

Summit Financial reduced its Eaton (ETN) stake by 0.84% in Q1 2026, selling an estimated $26K and leaving 8,580 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #449.

Summit Financial first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.18M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Summit Financial held 8,580 shares of Eaton worth $3.07M as of Q1 2026.
  • Summit Financial sold 73 Eaton shares in Q1 2026, an estimated $26K.
  • Eaton made up 0.04% of Summit Financial's portfolio in Q1 2026, its #449 holding.
  • Summit Financial first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Eaton position peaked at $3.18M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.