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Yousif Capital Management’s Eaton ETN Stock Holding History

Yousif Capital Management’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 		$15.4M Sell
36,100
-2,473
-6% -$997K 0.17% 92
2026
Q1 		$13.8M Sell
38,573
-2,002
-5% -$712K 0.16% 108
2025
Q4 		$13.7M Sell
40,575
-1,620
-4% -$574K 0.15% 117
2025
Q3 		$15.8M Sell
42,195
-960
-2% -$349K 0.17% 105
2025
Q2 		$15.4M Sell
43,155
-1,133
-3% -$349K 0.17% 114
2025
Q1 		$12M Sell
44,288
-2,856
-6% -$889K 0.14% 137
2024
Q4 		$15.6M Sell
47,144
-2,204
-4% -$774K 0.17% 95
2024
Q3 		$16.4M Sell
49,348
-977
-2% -$299K 0.18% 97
2024
Q2 		$15.8M Sell
50,325
-903
-2% -$292K 0.18% 98
2024
Q1 		$16M Sell
51,228
-1,409
-3% -$385K 0.18% 103
2023
Q4 		$12.7M Sell
52,637
-2,205
-4% -$487K 0.15% 125
2023
Q3 		$11.7M Sell
54,842
-2,253
-4% -$486K 0.15% 128
2023
Q2 		$11.5M Sell
57,095
-68
-0.1% -$12K 0.14% 133
2023
Q1 		$9.79M Sell
57,163
-5,916
-9% -$985K 0.13% 154
2022
Q4 		$9.9M Buy
63,079
+385
+0.6% +$59K 0.13% 151
2022
Q3 		$8.36M Sell
62,694
-671
-1% -$93.9K 0.12% 166
2022
Q2 		$7.98M Sell
63,365
-6,736
-10% -$942K 0.11% 187
2022
Q1 		$10.6M Buy
70,101
+1,361
+2% +$213K 0.12% 154
2021
Q4 		$11.9M Buy
+68,740
New +$11.4M 0.12% 144

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Yousif Capital Management's ETN Position: Q2 2026 in Review

Yousif Capital Management reduced its Eaton (ETN) stake by 6.4% in Q2 2026, selling an estimated $997K and leaving 36,100 shares worth $15.4M. The position accounts for 0.17% of the portfolio, ranked #92.

Yousif Capital Management first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.4M in Q3 2024. 644 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Yousif Capital Management held 36,100 shares of Eaton worth $15.4M as of Q2 2026.
  • Yousif Capital Management sold 2,473 Eaton shares in Q2 2026, an estimated $997K.
  • Eaton made up 0.17% of Yousif Capital Management's portfolio in Q2 2026, its #92 holding.
  • Yousif Capital Management first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Eaton position peaked at $16.4M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.