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 Q2	$207K	Sell	554 -764	-58%	-$267K	﹤0.01%	660
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peapack-Gladstone Financial Corp's AEIS Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Advanced Energy (AEIS) stake by 58% in Q2 2026, selling an estimated $267K and leaving 554 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Peapack-Gladstone Financial Corp first reported a position in AEIS in Q2 2023 and has held it in 6 quarters since. The position peaked at $426K in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Peapack-Gladstone Financial Corp held 554 shares of Advanced Energy worth $207K as of Q2 2026.
Peapack-Gladstone Financial Corp sold 764 Advanced Energy shares in Q2 2026, an estimated $267K.
Advanced Energy made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #660 holding.
Peapack-Gladstone Financial Corp first reported a position in Advanced Energy in Q2 2023 and has held it in 6 quarters since.
Peapack-Gladstone Financial Corp's Advanced Energy position peaked at $426K in Q1 2026.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.