Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Edison International EIX Stock Holding History

Halbert Hargrove Global Advisors’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
-3
Closed -$260 – 464
2026
Q2 		$260 Buy
+3
New +$214 ﹤0.01% 615
2025
Q4 		– Sell
-33
Closed -$1.82K – 487
2025
Q3 		$1.82K Buy
+33
New +$1.78K ﹤0.01% 586
2025
Q2 		– Sell
-1
Closed -$59 – 413
2025
Q1 		$59 Buy
+1
New +$57 ﹤0.01% 651

Other funds holding EIX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Halbert Hargrove Global Advisors's EIX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Edison International (EIX) in Q3 2026, closing a stake of 3 shares — an estimated $260 sold.

Halbert Hargrove Global Advisors first reported a position in EIX in Q1 2025 and held it in 3 quarters. The position peaked at $1.82K in Q3 2025. 495 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Edison International position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 3 Edison International shares in Q3 2026, an estimated $260.
  • Halbert Hargrove Global Advisors first reported a position in Edison International in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Edison International position peaked at $1.82K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.