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Western Financial Corp’s Eaton ETN Stock Holding History

Western 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
2025
Q2 		– Sell
-2,501
Closed -$680K – 125
2025
Q1 		$680K Sell
2,501
-100
-4% -$31.1K 0.4% 80
2024
Q4 		$863K Sell
2,601
-157
-6% -$55.1K 0.47% 54
2024
Q3 		$914K Buy
2,758
+79
+3% +$24.1K 0.52% 60
2024
Q2 		$840K Buy
+2,679
New +$865K 0.51% 60
2023
Q3 		– Sell
-1,345
Closed -$271K – 111
2023
Q2 		$271K Sell
1,345
-36
-3% -$6.33K 0.18% 104
2023
Q1 		$237K Sell
1,381
-592
-30% -$98.5K 0.17% 108
2022
Q4 		$310K Buy
1,973
+389
+25% +$59.6K 0.2% 92
2022
Q3 		$211K Buy
+1,584
New +$222K 0.15% 92
2021
Q3 		– Sell
-1,790
Closed -$265K – 90
2021
Q2 		$265K Hold
1,790
– – 0.14% 76
2021
Q1 		$248K Hold
1,790
– – 0.15% 74
2020
Q4 		$215K Buy
+1,790
New +$202K 0.14% 74

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Western Financial Corp's ETN Position: Q2 2025 in Review

Western Financial Corp sold out of Eaton (ETN) in Q2 2025, closing a stake of 2,501 shares — an estimated $680K sold.

Western Financial Corp first reported a position in ETN in Q4 2020 and held it in 11 quarters. The position peaked at $914K in Q3 2024. 2,322 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Western Financial Corp reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Western Financial Corp sold 2,501 Eaton shares in Q2 2025, an estimated $680K.
  • Western Financial Corp first reported a position in Eaton in Q4 2020 and held it in 11 quarters.
  • Western Financial Corp's Eaton position peaked at $914K in Q3 2024.
  • 2,322 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Western Financial Corp's 13F filing for Q2 2025, filed 17 Jul 2025.