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Citizens Financial Group’s Advanced Energy AEIS Stock Holding History

Citizens Financial Group’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 		$552K Buy
+1,481
New +$518K 0.01% 615
2020
Q3 		– Sell
-141
Closed -$10K – 256
2020
Q2 		$10K Hold
141
– – ﹤0.01% 764
2020
Q1 		$7K Hold
141
– – ﹤0.01% 800
2019
Q4 		$10K Hold
141
– – ﹤0.01% 749
2019
Q3 		$8K Hold
141
– – ﹤0.01% 591
2019
Q2 		$8K Buy
+141
New +$7.55K ﹤0.01% 583

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citizens Financial Group's AEIS Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,481 shares worth $552K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in AEIS as recently as Q2 2020.

Citizens Financial Group first reported a position in AEIS in Q2 2019 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Citizens Financial Group held 1,481 shares of Advanced Energy worth $552K as of Q2 2026.
  • Advanced Energy was a new Citizens Financial Group position in Q2 2026.
  • Advanced Energy made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #615 holding.
  • Citizens Financial Group first reported a position in Advanced Energy in Q2 2019 and has held it in 6 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.