KFG
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Kingdom Financial Group’s Advanced Energy AEIS Stock Holding History

Kingdom 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 		$3.36K Sell
9
-496
-98% -$173K ﹤0.01% 593
2026
Q1 		$163K Buy
+505
New +$146K 0.05% 165

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

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

Kingdom Financial Group reduced its Advanced Energy (AEIS) stake by 98% in Q2 2026, selling an estimated $173K and leaving 9 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Kingdom Financial Group first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $163K in Q1 2026. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Kingdom Financial Group held 9 shares of Advanced Energy worth $3.36K as of Q2 2026.
  • Kingdom Financial Group sold 496 Advanced Energy shares in Q2 2026, an estimated $173K.
  • Advanced Energy made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #593 holding.
  • Kingdom Financial Group first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • Kingdom Financial Group's Advanced Energy position peaked at $163K in Q1 2026.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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