Patriot Financial Group Insurance Agency’s Advanced Energy AEIS Stock Holding History

Patriot Financial Group Insurance Agency’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	$204K	Sell	546 -546	-50%	-$191K	0.02%	472
2026 Q1	$352K	Buy	+1,092	New	+$316K	0.02%	521
2022 Q3	–	Sell	-102	Closed	-$7K	–	438
2022 Q2	$7K	Sell	102 -22	-18%	-$1.7K	﹤0.01%	1359
2022 Q1	$11K	Sell	124 -1	-0.8%	-$87	﹤0.01%	1303
2021 Q4	$11K	Hold	125	–	–	﹤0.01%	1443
2021 Q3	$11K	Buy	125 +19	+18%	+$1.78K	﹤0.01%	1422
2021 Q2	$12K	Hold	106	–	–	﹤0.01%	1354
2021 Q1	$12K	Hold	106	–	–	﹤0.01%	1279
2020 Q4	$10K	Hold	106	–	–	﹤0.01%	1201
2020 Q3	$7K	Hold	106	–	–	﹤0.01%	1119
2020 Q2	$7K	Buy	106 +4	+4%	+$238	﹤0.01%	1066
2020 Q1	$5K	Buy	+102	New	+$6.48K	﹤0.01%	1045
2019 Q4	–	Sell	-450	Closed	–	–	1303
2019 Q3	$0	Buy	+450	New	+$24.3K	﹤0.01%	1290
2018 Q4	–	Sell	-450	Closed	-$23K	–	970
2018 Q3	$23K	Buy	+450	New	+$26.1K	0.01%	453

Other funds holding AEIS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AEIS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Advanced Energy (AEIS) stake by 50% in Q2 2026, selling an estimated $191K and leaving 546 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #472.

Patriot Financial Group Insurance Agency first reported a position in AEIS in Q3 2018 and has held it in 14 quarters since. The position peaked at $352K in Q1 2026. 265 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Patriot Financial Group Insurance Agency held 546 shares of Advanced Energy worth $204K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 546 Advanced Energy shares in Q2 2026, an estimated $191K.
Advanced Energy made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #472 holding.
Patriot Financial Group Insurance Agency first reported a position in Advanced Energy in Q3 2018 and has held it in 14 quarters since.
Patriot Financial Group Insurance Agency's Advanced Energy position peaked at $352K in Q1 2026.
265 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.