Sun Financial’s Eaton ETN Stock Holding History

Sun 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	$1.43M	Buy	3,498 +21	+0.6%	+$7.47K	0.72%	46
2025 Q4	$1.11M	Buy	+3,477	New	+$1.23M	0.62%	55

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sun Financial's ETN Position: Q1 2026 in Review

Sun Financial increased its Eaton (ETN) stake by 0.6% in Q1 2026, buying an estimated $7.47K and bringing the position to 3,498 shares worth $1.43M. The position accounts for 0.72% of the portfolio, ranked #46.

Sun Financial first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,518 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Sun Financial held 3,498 shares of Eaton worth $1.43M as of Q1 2026.
Sun Financial bought 21 Eaton shares in Q1 2026, an estimated $7.47K.
Eaton made up 0.72% of Sun Financial's portfolio in Q1 2026, its #46 holding.
Sun Financial first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
2,518 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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