EIX β€” EDISON INTL

Ownership history in BCS Private Wealth Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

BCS Private Wealth Management, Inc. reported EDISON INTL (EIX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows EIX at 0.38% 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 BCS Private Wealth Management, Inc.'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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% 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 Q2 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 BCS Private Wealth Management, Inc. 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 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 16,985 β€” 0% 0.38% $1.2M 2026-04-21 $69.73
2025 Q4 UNCHANGED 16,985 β€” 0% 0.35% $1.0M 2026-01-26 $60.90
2025 Q3 UNCHANGED 16,985 β€” 0% 0.34% $939K 2025-10-28 $54.58
2025 Q2 INITIATED 16,985 β€” β€” 0.33% $876 2025-08-14 $53.72

FAQ About BCS Private Wealth Management, Inc. and EIX

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

How long has BCS Private Wealth Management, Inc. reported owning EIX?

BCS Private Wealth Management, Inc. reported EIX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EIX position in BCS Private Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for EIX was 0.38% in 2026 Q1.

What is the latest reported EIX position on this page?

The most recent filing on this page is 2026 Q1, when BCS Private Wealth Management, Inc. reported 16,985 shares, equal to 0.38% of portfolio, with an estimated market value of $1.2M.

What does the chart on this EIX ownership page compare?

The chart compares BCS Private Wealth Management, Inc.'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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