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AEBI

Congruence Capital’s Aebi Schmidt Holding AG AEBI Stock Holding History

Congruence Capital’s Portfolio AEBI Stock Details AEBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.9M Buy
310,771
+2,866
+0.9% +$33.9K 1.02% 26
2026
Q1 		$2.99M Sell
307,905
-23,810
-7% -$326K 1% 27
2025
Q4 		$4.2M Buy
+331,715
New +$3.96M 1.54% 21

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congruence Capital's AEBI Position: Q2 2026 in Review

Congruence Capital increased its Aebi Schmidt Holding AG (AEBI) stake by 0.93% in Q2 2026, buying an estimated $33.9K and bringing the position to 310,771 shares worth $3.9M. The position accounts for 1.02% of the portfolio, ranked #26.

Congruence Capital first reported a position in AEBI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.2M in Q4 2025. 136 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • Congruence Capital held 310,771 shares of Aebi Schmidt Holding AG worth $3.9M as of Q2 2026.
  • Congruence Capital bought 2,866 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $33.9K.
  • Aebi Schmidt Holding AG made up 1.02% of Congruence Capital's portfolio in Q2 2026, its #26 holding.
  • Congruence Capital first reported a position in Aebi Schmidt Holding AG in Q4 2025 and has held it in 3 quarters since.
  • Congruence Capital's Aebi Schmidt Holding AG position peaked at $4.2M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on Congruence Capital's 13F filing for Q2 2026, filed 13 Aug 2026.