Financial Designs Corp EIX β€” EDISON INTL

Ownership history in Financial Designs Corp  Β·  4 quarters on record

AI Ownership Summary

Financial Designs Corp reported EDISON INTL (EIX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q4. The latest visible filing shows EIX at 0.36% 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 Financial Designs Corp'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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q4

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.

EIX stock page Financial Designs Corp fund profile Financial Designs Corp full holdings
How Financial Designs Corp 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 8,770 -5,677 -39.3% 0.36% $642K 2026-04-16 $71.60
2025 Q4 REDUCED β€” β€” β€” 14,447 -5 -0.0% 0.49% $867K 2026-01-23 $60.04
2025 Q3 ADDED β€” β€” β€” 14,452 +8 +0.1% 0.46% $800K 2025-11-10 $55.83
2025 Q2 INITIATED β€” β€” β€” 14,444 β€” β€” 0.46% $745K 2025-07-17 $49.23

🏒 Other funds also holding EIX

As of 2026 Q1 β€” sorted by position size

Carson Advisory Inc. 3Y 2.78% Collar Capital Management, LLC 2.26% Del-Sette Capital Management, LLC 3Y 1.96% Board of the Pension Protection Fund 1.78% BTS Asset Management, Inc. 3Y 7Y 1.33% Slagle Financial, LLC 1.28% Donoghue Forlines LLC 3Y 7Y 1.19% SHARPEPOINT LLC 1.14% Keeler Thomas Management LLC 3Y 7Y 1.1% STANCE CAPITAL LLC 1.07%

FAQ About Financial Designs Corp and EIX

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

How long has Financial Designs Corp reported owning EIX?

Financial Designs Corp reported EIX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EIX position in Financial Designs Corp's portfolio?

The largest reported portfolio weight for EIX was 0.49% in 2025 Q4.

What is the latest reported EIX position on this page?

The most recent filing on this page is 2026 Q1, when Financial Designs Corp reported 8,770 shares, equal to 0.36% of portfolio, with an estimated market value of $642K.

What does the chart on this EIX ownership page compare?

The chart compares Financial Designs Corp'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.

How well did Financial Designs Corp time their EIX position?

Based on 13F filing dates vs. subsequent EIX price moves, Financial Designs Corp correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EIX relative to SPY over the holding period was +40.7%.

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