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Sunburst Financial Group’s Eaton ETN Stock Holding History

Sunburst Financial Group’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 		$223K Buy
+524
New +$211K 0.04% 126
2024
Q4 		– Sell
-622
Closed -$206K – 111
2024
Q3 		$206K Buy
+622
New +$190K 0.05% 110

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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

Sunburst Financial Group's ETN Position: Q2 2026 in Review

Sunburst Financial Group opened a new position in Eaton (ETN) in Q2 2026: 524 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #126 among its holdings. This is a return to the name: Sunburst Financial Group previously reported a position in ETN as recently as Q3 2024.

Sunburst Financial Group first reported a position in ETN in Q3 2024 and has held it in 2 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sunburst Financial Group held 524 shares of Eaton worth $223K as of Q2 2026.
  • Eaton was a new Sunburst Financial Group position in Q2 2026.
  • Eaton made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #126 holding.
  • Sunburst Financial Group first reported a position in Eaton in Q3 2024 and has held it in 2 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.