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West Branch Capital’s Eaton ETN Stock Holding History

West Branch Capital’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 		$236K Hold
553
– – 0.05% 78
2026
Q1 		$198K Sell
553
-33
-6% -$11.7K 0.05% 80
2025
Q4 		$187K Sell
586
-160
-21% -$56.7K 0.05% 85
2025
Q3 		$279K Hold
746
– – 0.07% 76
2025
Q2 		$266K Sell
746
-375
-33% -$115K 0.08% 73
2025
Q1 		$305K Sell
1,121
-787
-41% -$245K 0.1% 70
2024
Q4 		$633K Hold
1,908
– – 0.2% 52
2024
Q3 		$632K Sell
1,908
-196
-9% -$59.9K 0.22% 52
2024
Q2 		$660K Hold
2,104
– – 0.25% 46
2024
Q1 		$658K Sell
2,104
-112
-5% -$30.6K 0.27% 47
2023
Q4 		$534K Hold
2,216
– – 0.25% 46
2023
Q3 		$473K Hold
2,216
– – 0.25% 49
2023
Q2 		$446K Hold
2,216
– – 0.22% 53
2023
Q1 		$380K Sell
2,216
-185
-8% -$30.8K 0.21% 53
2022
Q4 		$377K Hold
2,401
– – 0.23% 52
2022
Q3 		$320K Sell
2,401
-50
-2% -$7K 0.2% 60
2022
Q2 		$309K Buy
2,451
+185
+8% +$25.9K 0.18% 65
2022
Q1 		$344K Sell
2,266
-145
-6% -$22.7K 0.16% 63
2021
Q4 		$417K Sell
2,411
-362
-13% -$60K 0.18% 61
2021
Q3 		$414K Hold
2,773
– – 0.2% 61
2021
Q2 		$411K Hold
2,773
– – 0.2% 61
2021
Q1 		$383K Hold
2,773
– – 0.22% 60
2020
Q4 		$333K Sell
2,773
-100
-3% -$11.3K 0.2% 64
2020
Q3 		$293K Sell
2,873
-15
-0.5% -$1.47K 0.19% 65
2020
Q2 		$253K Sell
2,888
-660
-19% -$54.3K 0.18% 69
2020
Q1 		$276K Buy
3,548
+68
+2% +$6.23K 0.26% 60
2019
Q4 		$330K Sell
3,480
-379
-10% -$33.6K 0.23% 75
2019
Q3 		$321K Sell
3,859
-10,166
-72% -$824K 0.24% 66
2019
Q2 		$1.17M Buy
14,025
+1,024
+8% +$82.9K 0.96% 33
2019
Q1 		$1.05M Buy
13,001
+506
+4% +$38.6K 0.94% 35
2018
Q4 		$858K Sell
12,495
-673
-5% -$50.3K 0.9% 35
2018
Q3 		$1.14M Buy
13,168
+28
+0.2% +$2.29K 0.85% 38
2018
Q2 		$982K Buy
13,140
+609
+5% +$47.1K 0.77% 42
2018
Q1 		$1M Buy
+12,531
New +$1.03M 1.1% 32

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
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
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

West Branch Capital's ETN Position: Q2 2026 in Review

West Branch Capital held its Eaton (ETN) position steady in Q2 2026 at 553 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #78.

West Branch Capital first reported a position in ETN in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.17M in Q2 2019. 782 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • West Branch Capital held 553 shares of Eaton worth $236K as of Q2 2026.
  • West Branch Capital left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.05% of West Branch Capital's portfolio in Q2 2026, its #78 holding.
  • West Branch Capital first reported a position in Eaton in Q1 2018 and has held it in 34 quarters since.
  • West Branch Capital's Eaton position peaked at $1.17M in Q2 2019.
  • 782 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.