SFC
ETN icon

SYM Financial Corp’s Eaton ETN Stock Holding History

SYM Financial Corp’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 		$342K Buy
957
+152
+19% +$54.1K 0.03% 196
2025
Q4 		$256K Sell
805
-11
-1% -$3.9K 0.03% 266
2025
Q3 		$305K Buy
816
+4
+0.5% +$1.46K 0.03% 216
2025
Q2 		$290K Sell
812
-10
-1% -$3.08K 0.03% 219
2025
Q1 		$223K Buy
822
+47
+6% +$14.6K 0.03% 239
2024
Q4 		$257K Buy
775
+100
+15% +$35.1K 0.03% 181
2024
Q3 		$224K Sell
675
-265
-28% -$81K 0.03% 157
2024
Q2 		$295K Buy
+940
New +$303K 0.05% 98

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

SYM Financial Corp's ETN Position: Q1 2026 in Review

SYM Financial Corp increased its Eaton (ETN) stake by 19% in Q1 2026, buying an estimated $54.1K and bringing the position to 957 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #196.

SYM Financial Corp first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • SYM Financial Corp held 957 shares of Eaton worth $342K as of Q1 2026.
  • SYM Financial Corp bought 152 Eaton shares in Q1 2026, an estimated $54.1K.
  • Eaton made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #196 holding.
  • SYM Financial Corp first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.