Merit Financial Group’s AES AES Stock Holding History

Merit Financial Group’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 Q2	$669K	Buy	45,644 +9,596	+27%	+$139K	﹤0.01%	1319
2026 Q1	$508K	Sell	36,048 -3,568	-9%	-$53.1K	﹤0.01%	1367
2025 Q4	$568K	Buy	39,616 +15,481	+64%	+$218K	﹤0.01%	1234
2025 Q3	$318K	Sell	24,135 -2,342	-9%	-$30.4K	﹤0.01%	1416
2025 Q2	$279K	Buy	+26,477	New	+$283K	﹤0.01%	1381

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Merit Financial Group increased its AES (AES) stake by 27% in Q2 2026, buying an estimated $139K and bringing the position to 45,644 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Merit Financial Group first reported a position in AES in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Merit Financial Group held 45,644 shares of AES worth $669K as of Q2 2026.
Merit Financial Group bought 9,596 AES shares in Q2 2026, an estimated $139K.
AES made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1319 holding.
Merit Financial Group first reported a position in AES in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held AES as of Q2 2026.

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