Root Financial Partners
EIX icon

Root Financial Partners’s Edison International EIX Stock Holding History

Root Financial Partners’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 		$49.2K Buy
+915
New +$62K ﹤0.01% 1097
2026
Q2 		– Sell
-2,312
Closed -$169K – 1221
2026
Q1 		$169K Buy
2,312
+2,044
+763% +$138K 0.01% 372
2025
Q4 		$16.1K Buy
268
+98
+58% +$5.62K ﹤0.01% 1283
2025
Q3 		$9.4K Buy
+170
New +$9.17K ﹤0.01% 1475

Other funds holding EIX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's EIX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Edison International (EIX) in Q3 2026: 915 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EIX as recently as Q1 2026.

Root Financial Partners first reported a position in EIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $169K in Q1 2026. 821 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Root Financial Partners held 915 shares of Edison International worth $49.2K as of Q3 2026.
  • Edison International was a new Root Financial Partners position in Q3 2026.
  • Edison International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1097 holding.
  • Root Financial Partners first reported a position in Edison International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Edison International position peaked at $169K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.