UMB Bank’s Edison International EIX Stock Holding History

UMB Bank’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 Q1	$256K	Buy	3,496 +327	+10%	+$22K	﹤0.01%	624
2025 Q4	$190K	Buy	3,169 +159	+5%	+$9.12K	﹤0.01%	694
2025 Q3	$166K	Sell	3,010 -399	-12%	-$21.5K	﹤0.01%	673
2025 Q2	$176K	Buy	3,409 +529	+18%	+$29K	﹤0.01%	622
2025 Q1	$170K	Buy	2,880 +492	+21%	+$28.3K	﹤0.01%	601
2024 Q4	$191K	Sell	2,388 -25	-1%	-$2.09K	﹤0.01%	563
2024 Q3	$210K	Buy	2,413 +219	+10%	+$17.8K	﹤0.01%	564
2024 Q2	$158K	Buy	2,194 +340	+18%	+$24.6K	﹤0.01%	601
2024 Q1	$131K	Buy	1,854 +7	+0.4%	+$479	﹤0.01%	646
2023 Q4	$132K	Sell	1,847 -344	-16%	-$22.6K	﹤0.01%	656
2023 Q3	$139K	Buy	2,191 +333	+18%	+$23.2K	﹤0.01%	635
2023 Q2	$129K	Hold	1,858	–	–	﹤0.01%	660
2023 Q1	$131K	Sell	1,858 -7	-0.4%	-$473	﹤0.01%	643
2022 Q4	$119K	Hold	1,865	–	–	﹤0.01%	663
2022 Q3	$106K	Sell	1,865 -55	-3%	-$3.64K	﹤0.01%	719
2022 Q2	$121K	Hold	1,920	–	–	﹤0.01%	714
2022 Q1	$135K	Sell	1,920 -32	-2%	-$2.04K	﹤0.01%	720
2021 Q4	$133K	Buy	+1,952	New	+$124K	﹤0.01%	750

Other funds holding EIX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return