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Symphony Financial’s Edison International EIX Stock Holding History

Symphony Financial’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 		$426K Sell
5,724
-1,396
-20% -$99.6K 0.05% 218
2026
Q1 		$521K Buy
7,120
+345
+5% +$23.3K 0.07% 161
2025
Q4 		$407K Buy
+6,775
New +$389K 0.05% 190

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Symphony Financial's EIX Position: Q2 2026 in Review

Symphony Financial reduced its Edison International (EIX) stake by 20% in Q2 2026, selling an estimated $99.6K and leaving 5,724 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #218.

Symphony Financial first reported a position in EIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $521K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Symphony Financial held 5,724 shares of Edison International worth $426K as of Q2 2026.
  • Symphony Financial sold 1,396 Edison International shares in Q2 2026, an estimated $99.6K.
  • Edison International made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #218 holding.
  • Symphony Financial first reported a position in Edison International in Q4 2025 and has held it in 3 quarters since.
  • Symphony Financial's Edison International position peaked at $521K in Q1 2026.
  • 1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.