ROCKLAND TRUST CO EIX — EDISON INTL

Ownership history in ROCKLAND TRUST CO  ·  6 quarters on record

AI Ownership Summary

ROCKLAND TRUST CO reported EDISON INTL (EIX) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows EIX at 0.02% 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 ROCKLAND TRUST CO'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 Q3

EIX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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 Q3

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 ROCKLAND TRUST CO fund profile ROCKLAND TRUST CO full holdings
How ROCKLAND TRUST CO held EIX — position size vs. price
% of Fund (quarterly)    EIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 9,182 -400 -4.2% 0.02% $493K 2026-10-05 $54.24
2026 Q2 REDUCED 7.2% -30.1% ✅ 9,582 -738 -7.2% 0.03% $713K 2026-07-08 $74.78
2026 Q1 REDUCED — — — 10,320 -349 -3.3% 0.03% $755K 2026-04-16 $70.76
2025 Q4 REDUCED 31.2% +23.7% ❌ 10,669 -4,839 -31.2% 0.03% $640K 2026-01-15 $60.07
2025 Q3 ADDED — — — 15,508 +6,761 +77.3% 0.04% $857K 2025-11-06 $54.43
2025 Q2 INITIATED — — — 8,747 — — 0.02% $451K 2025-07-10 $48.61

🏢 Other funds also holding EIX

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% Planning Strategies Inc. 0.01% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Rosenberg Matthew Hamilton 3Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About ROCKLAND TRUST CO and EIX

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

How long has ROCKLAND TRUST CO reported owning EIX?

ROCKLAND TRUST CO reported EIX across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported EIX position in ROCKLAND TRUST CO's portfolio?

The largest reported portfolio weight for EIX was 0.04% in 2025 Q3.

What is the latest reported EIX position on this page?

The most recent filing on this page is 2026 Q3, when ROCKLAND TRUST CO reported 9,182 shares, equal to 0.02% of portfolio, with an estimated market value of $493K.

What does the chart on this EIX ownership page compare?

The chart compares ROCKLAND TRUST CO'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 ROCKLAND TRUST CO time their EIX position?

Based on 13F filing dates vs. subsequent EIX price moves, ROCKLAND TRUST CO correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on EIX relative to SPY over the holding period was +5698.1%.

← Back to ROCKLAND TRUST CO Holdings