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Pinnacle Financial Partners (Georgia)’s Advanced Energy AEIS Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$1.41M Sell
3,788
-1,968
-34% -$688K 0.01% 557
2026
Q1 		$1.86M Sell
5,756
-2,807
-33% -$814K 0.01% 471
2025
Q4 		$1.79M Buy
+8,563
New +$1.74M 0.01% 472

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s AEIS Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Advanced Energy (AEIS) stake by 34% in Q2 2026, selling an estimated $688K and leaving 3,788 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #557.

Pinnacle Financial Partners (Georgia) first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 3,788 shares of Advanced Energy worth $1.41M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,968 Advanced Energy shares in Q2 2026, an estimated $688K.
  • Advanced Energy made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #557 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Advanced Energy position peaked at $1.86M in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.