Peapack-Gladstone Financial Corp’s Advanced Energy AEIS Stock Holding History

Peapack-Gladstone Financial Corp’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 Q1	$426K	Buy	+1,318	New	+$382K	0.01%	525
2025 Q4	–	Sell	-1,392	Closed	-$237K	–	649
2025 Q3	$237K	Sell	1,392 -419	-23%	-$63.1K	﹤0.01%	625
2025 Q2	$240K	Buy	+1,811	New	+$199K	﹤0.01%	598
2025 Q1	–	Sell	-1,823	Closed	-$211K	–	674
2024 Q4	$211K	Buy	+1,823	New	+$205K	﹤0.01%	642
2023 Q3	–	Sell	-1,823	Closed	-$203K	–	690
2023 Q2	$203K	Buy	+1,823	New	+$174K	﹤0.01%	652

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peapack-Gladstone Financial Corp's AEIS Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp opened a new position in Advanced Energy (AEIS) in Q1 2026: 1,318 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Peapack-Gladstone Financial Corp previously reported a position in AEIS as recently as Q3 2025.

Peapack-Gladstone Financial Corp first reported a position in AEIS in Q2 2023 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Peapack-Gladstone Financial Corp held 1,318 shares of Advanced Energy worth $426K as of Q1 2026.
Advanced Energy was a new Peapack-Gladstone Financial Corp position in Q1 2026.
Advanced Energy made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #525 holding.
Peapack-Gladstone Financial Corp first reported a position in Advanced Energy in Q2 2023 and has held it in 5 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.