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Leibman Financial Services’s AES AES Stock Holding History

Leibman Financial Services’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,664
Closed -$239K – 50
2025
Q4 		$239K Sell
16,664
-254,193
-94% -$3.58M 0.17% 48
2025
Q3 		$3.56M Sell
270,857
-40,855
-13% -$531K 2.71% 13
2025
Q2 		$3.28M Buy
311,712
+5,466
+2% +$58.5K 2.52% 16
2025
Q1 		$3.8M Buy
306,246
+121,680
+66% +$1.41M 2.96% 11
2024
Q4 		$2.38M Buy
+184,566
New +$2.76M 1.73% 28

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Leibman Financial Services's AES Position: Q1 2026 in Review

Leibman Financial Services sold out of AES (AES) in Q1 2026, closing a stake of 16,664 shares — an estimated $239K sold.

Leibman Financial Services first reported a position in AES in Q4 2024 and held it in 5 quarters. The position peaked at $3.8M in Q1 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Leibman Financial Services reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Leibman Financial Services sold 16,664 AES shares in Q1 2026, an estimated $239K.
  • Leibman Financial Services first reported a position in AES in Q4 2024 and held it in 5 quarters.
  • Leibman Financial Services's AES position peaked at $3.8M in Q1 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Leibman Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.