Global Financial Private Client
EIX icon

Global Financial Private Client’s Edison International EIX Stock Holding History

Global Financial Private Client’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
2026
Q3 		– Sell
-6,613
Closed -$492K – 245
2026
Q2 		$492K Buy
+6,613
New +$472K 0.13% 171
2025
Q2 		– Sell
-269
Closed -$15.8K – 628
2025
Q1 		$15.8K Sell
269
-13
-5% -$747 0.01% 487
2024
Q4 		$22.5K Buy
282
+7
+3% +$585 0.01% 411
2024
Q3 		$24K Buy
275
+39
+17% +$3.17K 0.01% 402
2024
Q2 		$16.9K Hold
236
– – 0.01% 396
2024
Q1 		$16.6K Sell
236
-100
-30% -$6.84K 0.01% 410
2023
Q4 		$24K Hold
336
– – 0.01% 375
2023
Q3 		$20.5K Hold
336
– – 0.01% 372
2023
Q2 		$23.2K Hold
336
– – 0.01% 361
2023
Q1 		$23.7K Hold
336
– – 0.01% 357
2022
Q4 		$21.4K Hold
336
– – 0.01% 354
2022
Q3 		$20K Hold
336
– – 0.01% 352
2022
Q2 		$21.4K Hold
336
– – 0.01% 338
2022
Q1 		$23.9K Hold
336
– – 0.01% 333
2021
Q4 		$22.9K Buy
336
+230
+217% +$14.6K 0.01% 328
2021
Q3 		$5.83K Hold
106
– – ﹤0.01% 392
2021
Q2 		$6.14K Hold
106
– – ﹤0.01% 396
2021
Q1 		$6.18K Hold
106
– – ﹤0.01% 344
2020
Q4 		$6.66K Buy
106
+6
+6% +$361 0.01% 333
2020
Q3 		$5.04K Hold
100
– – ﹤0.01% 342
2020
Q2 		$5.53K Hold
100
– – ﹤0.01% 385
2020
Q1 		$5.13K Hold
100
– – 0.01% 395
2019
Q4 		$7.54K Buy
+100
New +$7.08K 0.01% 399

Other funds holding EIX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Global Financial Private Client's EIX Position: Q3 2026 in Review

Global Financial Private Client sold out of Edison International (EIX) in Q3 2026, closing a stake of 6,613 shares — an estimated $492K sold.

Global Financial Private Client first reported a position in EIX in Q4 2019 and held it in 23 quarters. The position peaked at $492K in Q2 2026. 228 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Global Financial Private Client reported no remaining Edison International position as of Q3 2026 after selling out during the quarter.
  • Global Financial Private Client sold 6,613 Edison International shares in Q3 2026, an estimated $492K.
  • Global Financial Private Client first reported a position in Edison International in Q4 2019 and held it in 23 quarters.
  • Global Financial Private Client's Edison International position peaked at $492K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.