A&I FINANCIAL SERVICES, LLC EIX β€” EDISON INTL

Ownership history in A&I FINANCIAL SERVICES, LLC  Β·  2 quarters on record

AI Ownership Summary

A&I FINANCIAL SERVICES, LLC reported EDISON INTL (EIX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2026 Q1. The latest visible filing shows EIX at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was A&I FINANCIAL SERVICES, LLC's position in EDISON INTL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EIX was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How A&I FINANCIAL SERVICES, LLC held EIX β€” position size vs. price
% of Fund (quarterly)    EIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 12,015 -486 -3.9% 0.42% $879K 2026-04-15 $71.35
2025 Q4 INITIATED β€” β€” β€” 12,501 β€” β€” 0.36% $750K 2026-01-28 $61.51

FAQ About A&I FINANCIAL SERVICES, LLC and EIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has A&I FINANCIAL SERVICES, LLC reported owning EIX?

A&I FINANCIAL SERVICES, LLC reported EIX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported EIX position in A&I FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for EIX was 0.42% in 2026 Q1.

What is the latest reported EIX position on this page?

The most recent filing on this page is 2026 Q1, when A&I FINANCIAL SERVICES, LLC reported 12,015 shares, equal to 0.42% of portfolio, with an estimated market value of $879K.

What does the chart on this EIX ownership page compare?

The chart compares A&I FINANCIAL SERVICES, LLC's quarterly EIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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