SBI Securities
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SBI Securities’s Advanced Energy AEIS Stock Holding History

SBI Securities’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
Q3 		$69.3K Buy
246
+43
+21% +$12.6K ﹤0.01% 1048
2026
Q2 		$75.7K Sell
203
-32
-14% -$11.2K ﹤0.01% 1015
2026
Q1 		$75.8K Buy
235
+186
+380% +$53.9K ﹤0.01% 937
2025
Q4 		$10.3K Buy
49
+7
+17% +$1.42K ﹤0.01% 1717
2025
Q3 		$7.15K Sell
42
-19
-31% -$2.86K ﹤0.01% 1906
2025
Q2 		$8.08K Buy
+61
New +$6.72K ﹤0.01% 1796

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SBI Securities's AEIS Position: Q3 2026 in Review

SBI Securities increased its Advanced Energy (AEIS) stake by 21% in Q3 2026, buying an estimated $12.6K and bringing the position to 246 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

SBI Securities first reported a position in AEIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.8K in Q1 2026. 104 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • SBI Securities held 246 shares of Advanced Energy worth $69.3K as of Q3 2026.
  • SBI Securities bought 43 Advanced Energy shares in Q3 2026, an estimated $12.6K.
  • Advanced Energy made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1048 holding.
  • SBI Securities first reported a position in Advanced Energy in Q2 2025 and has held it in 6 quarters since.
  • SBI Securities's Advanced Energy position peaked at $75.8K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.