BFS
EIX icon

Bard Financial Services’s Edison International EIX Stock Holding History

Bard Financial Services’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$481K Hold
8,700
– – 0.05% 151
2025
Q2 		$449K Sell
8,700
-500
-5% -$27.4K 0.05% 151
2025
Q1 		$542K Hold
9,200
– – 0.07% 143
2024
Q4 		$735K Sell
9,200
-2,100
-19% -$176K 0.09% 126
2024
Q3 		$984K Sell
11,300
-290
-3% -$23.6K 0.12% 116
2024
Q2 		$832K Hold
11,590
– – 0.09% 129
2024
Q1 		$820K Sell
11,590
-900
-7% -$61.5K 0.09% 127
2023
Q4 		$893K Sell
12,490
-1,725
-12% -$113K 0.1% 123
2023
Q3 		$900K Sell
14,215
-500
-3% -$34.8K 0.11% 117
2023
Q2 		$1.02M Sell
14,715
-3,085
-17% -$217K 0.08% 169
2023
Q1 		$1.26M Sell
17,800
-300
-2% -$20.3K 0.1% 149
2022
Q4 		$1.15M Sell
18,100
-2,050
-10% -$126K 0.1% 148
2022
Q3 		$1.14M Buy
20,150
+150
+0.8% +$9.93K 0.11% 140
2022
Q2 		$1.26M Sell
20,000
-2,500
-11% -$169K 0.12% 138
2022
Q1 		$1.58M Buy
22,500
+2,300
+11% +$147K 0.13% 119
2021
Q4 		$1.38M Buy
20,200
+15,800
+359% +$1M 0.11% 128
2021
Q3 		$244K Buy
+4,400
New +$252K 0.02% 243

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's EIX Position: Q3 2025 in Review

Bard Financial Services held its Edison International (EIX) position steady in Q3 2025 at 8,700 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #151.

Bard Financial Services first reported a position in EIX in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.58M in Q1 2022. 920 funds tracked by Wall St. Rank hold EIX as of Q3 2025.

  • Bard Financial Services held 8,700 shares of Edison International worth $481K as of Q3 2025.
  • Bard Financial Services left its Edison International share count unchanged in Q3 2025.
  • Edison International made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #151 holding.
  • Bard Financial Services first reported a position in Edison International in Q3 2021 and has held it in 17 quarters since.
  • Bard Financial Services's Edison International position peaked at $1.58M in Q1 2022.
  • 920 funds tracked by Wall St. Rank held Edison International as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.