OneAscent Financial Services’s Edison International EIX Stock Holding History

OneAscent 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
2026 Q2	$692K	Buy	9,288 +90	+1%	+$6.42K	0.03%	307
2026 Q1	$673K	Buy	9,198 +179	+2%	+$12.1K	0.04%	286
2025 Q4	$541K	Buy	9,019 +81	+0.9%	+$4.65K	0.05%	244
2025 Q3	$494K	Buy	8,938 +396	+5%	+$21.4K	0.03%	307
2025 Q2	$441K	Sell	8,542 -8,420	-50%	-$462K	0.03%	338
2025 Q1	$1M	Buy	16,962 +8,402	+98%	+$483K	0.07%	195
2024 Q4	$683K	Buy	+8,560	New	+$716K	0.06%	209
2023 Q4	–	Sell	-10,463	Closed	-$662K	–	372
2023 Q3	$662K	Buy	+10,463	New	+$729K	0.17%	93

Other funds holding EIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneAscent Financial Services's EIX Position: Q2 2026 in Review

OneAscent Financial Services increased its Edison International (EIX) stake by 0.98% in Q2 2026, buying an estimated $6.42K and bringing the position to 9,288 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #307.

OneAscent Financial Services first reported a position in EIX in Q3 2023 and has held it in 8 quarters since. The position peaked at $1M in Q1 2025. 1,077 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

OneAscent Financial Services held 9,288 shares of Edison International worth $692K as of Q2 2026.
OneAscent Financial Services bought 90 Edison International shares in Q2 2026, an estimated $6.42K.
Edison International made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #307 holding.
OneAscent Financial Services first reported a position in Edison International in Q3 2023 and has held it in 8 quarters since.
OneAscent Financial Services's Edison International position peaked at $1M in Q1 2025.
1,077 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.