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Taylor Financial Group’s Eaton ETN Stock Holding History

Taylor 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 		$277K Hold
650
– – 0.15% 88
2026
Q1 		$232K Hold
650
– – 0.14% 92
2025
Q4 		$207K Hold
650
– – 0.12% 99
2025
Q3 		$243K Hold
650
– – 0.14% 94
2025
Q2 		$232K Buy
+650
New +$200K 0.14% 93
2025
Q1 		– Sell
-650
Closed -$216K – 100
2024
Q4 		$216K Hold
650
– – 0.15% 92
2024
Q3 		$215K Hold
650
– – 0.15% 94
2024
Q2 		$204K Sell
650
-16
-2% -$5.17K 0.16% 89
2024
Q1 		$208K Buy
+666
New +$182K 0.16% 90

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Taylor Financial Group held its Eaton (ETN) position steady in Q2 2026 at 650 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #88.

Taylor Financial Group first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Taylor Financial Group held 650 shares of Eaton worth $277K as of Q2 2026.
  • Taylor Financial Group left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.15% of Taylor Financial Group's portfolio in Q2 2026, its #88 holding.
  • Taylor Financial Group first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.