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Patriot Financial Group Insurance Agency’s Edison International EIX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$885K Sell
11,893
-8,647
-42% -$617K 0.09% 247
2026
Q1 		$1.5M Buy
+20,540
New +$1.38M 0.08% 248
2025
Q4 		– Sell
-10,257
Closed -$567K – 522
2025
Q3 		$567K Buy
10,257
+279
+3% +$15.1K 0.07% 263
2025
Q2 		$515K Buy
9,978
+619
+7% +$33.9K 0.06% 304
2025
Q1 		$551K Sell
9,359
-2,030
-18% -$117K 0.07% 278
2024
Q4 		$909K Buy
11,389
+724
+7% +$60.5K 0.12% 192
2024
Q3 		$929K Buy
10,665
+887
+9% +$72K 0.12% 195
2024
Q2 		$702K Buy
9,778
+92
+0.9% +$6.67K 0.1% 215
2024
Q1 		$685K Buy
9,686
+396
+4% +$27.1K 0.11% 209
2023
Q4 		$664K Buy
9,290
+14
+0.2% +$920 0.13% 200
2023
Q3 		$587K Buy
9,276
+792
+9% +$55.2K 0.12% 200
2023
Q2 		$589K Sell
8,484
-30
-0.4% -$2.11K 0.11% 211
2023
Q1 		$601K Buy
8,514
+1,007
+13% +$68K 0.12% 191
2022
Q4 		$478K Buy
7,507
+633
+9% +$38.8K 0.06% 218
2022
Q3 		$389K Buy
6,874
+438
+7% +$29K 0.09% 235
2022
Q2 		$407K Buy
6,436
+1,305
+25% +$88.4K 0.08% 239
2022
Q1 		$360K Buy
5,131
+882
+21% +$56.3K 0.06% 298
2021
Q4 		$290K Buy
4,249
+283
+7% +$17.9K 0.05% 361
2021
Q3 		$220K Buy
3,966
+1,465
+59% +$84K 0.04% 430
2021
Q2 		$145K Buy
+2,501
New +$145K 0.03% 512
2021
Q1 		– Sell
-100
Closed -$6K – 1998
2020
Q4 		$6K Hold
100
– – ﹤0.01% 1368
2020
Q3 		$5K Hold
100
– – ﹤0.01% 1216
2020
Q2 		$5K Hold
100
– – ﹤0.01% 1167
2020
Q1 		$5K Sell
100
-12
-11% -$832 ﹤0.01% 1058
2019
Q4 		$8K Buy
112
+3
+3% +$212 ﹤0.01% 879
2019
Q3 		$8K Buy
109
+9
+9% +$648 ﹤0.01% 840
2019
Q2 		$7K Hold
100
– – ﹤0.01% 869
2019
Q1 		$6K Buy
+100
New +$5.97K ﹤0.01% 801

Other funds holding EIX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Patriot Financial Group Insurance Agency's EIX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Edison International (EIX) stake by 42% in Q2 2026, selling an estimated $617K and leaving 11,893 shares worth $885K. The position accounts for 0.09% of the portfolio, ranked #247.

Patriot Financial Group Insurance Agency first reported a position in EIX in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.5M in Q1 2026. 516 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 11,893 shares of Edison International worth $885K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,647 Edison International shares in Q2 2026, an estimated $617K.
  • Edison International made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #247 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Edison International in Q1 2019 and has held it in 28 quarters since.
  • Patriot Financial Group Insurance Agency's Edison International position peaked at $1.5M in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.