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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
Q2 		$416K Buy
976
+19
+2% +$7.66K 0.03% 184
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 $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

SYM Financial Corp's ETN Position: Q2 2026 in Review

SYM Financial Corp increased its Eaton (ETN) stake by 2% in Q2 2026, buying an estimated $7.66K and bringing the position to 976 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #184.

SYM Financial Corp 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.

  • SYM Financial Corp held 976 shares of Eaton worth $416K as of Q2 2026.
  • SYM Financial Corp bought 19 Eaton shares in Q2 2026, an estimated $7.66K.
  • Eaton made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #184 holding.
  • SYM Financial Corp 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 SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.