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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
Q2 		$4.07M Buy
9,562
+982
+11% +$396K 0.04% 402
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Financial's ETN Position: Q2 2026 in Review

Summit Financial increased its Eaton (ETN) stake by 11% in Q2 2026, buying an estimated $396K and bringing the position to 9,562 shares worth $4.07M. The position accounts for 0.04% of the portfolio, ranked #402.

Summit Financial first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Summit Financial held 9,562 shares of Eaton worth $4.07M as of Q2 2026.
  • Summit Financial bought 982 Eaton shares in Q2 2026, an estimated $396K.
  • Eaton made up 0.04% of Summit Financial's portfolio in Q2 2026, its #402 holding.
  • Summit Financial first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.