Bare Financial Services’s Advanced Energy AEIS Stock Holding History

Bare Financial Services’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.8K	Hold	96	–	–	0.01%	132
2026 Q1	$31K	Buy	96 +6	+7%	+$1.74K	0.01%	102
2025 Q4	$18.8K	Buy	90 +4	+5%	+$814	0.01%	133
2025 Q3	$14.6K	Buy	86 +12	+16%	+$1.81K	﹤0.01%	163
2025 Q2	$9.81K	Buy	74 +51	+222%	+$5.62K	﹤0.01%	187
2025 Q1	$2.19K	Buy	+23	New	+$2.63K	﹤0.01%	242

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bare Financial Services's AEIS Position: Q2 2026 in Review

Bare Financial Services held its Advanced Energy (AEIS) position steady in Q2 2026 at 96 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #132.

Bare Financial Services first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Bare Financial Services held 96 shares of Advanced Energy worth $35.8K as of Q2 2026.
Bare Financial Services left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #132 holding.
Bare Financial Services first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.