MFG
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Merit Financial Group’s Advanced Energy AEIS Stock Holding History

Merit 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 		$3.28M Buy
8,803
+326
+4% +$114K 0.02% 557
2026
Q1 		$2.74M Sell
8,477
-65
-0.8% -$18.8K 0.02% 560
2025
Q4 		$1.79M Buy
+8,542
New +$1.74M 0.01% 693

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Merit Financial Group increased its Advanced Energy (AEIS) stake by 3.8% in Q2 2026, buying an estimated $114K and bringing the position to 8,803 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #557.

Merit Financial Group first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Merit Financial Group held 8,803 shares of Advanced Energy worth $3.28M as of Q2 2026.
  • Merit Financial Group bought 326 Advanced Energy shares in Q2 2026, an estimated $114K.
  • Advanced Energy made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #557 holding.
  • Merit Financial Group first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.