SVB Wealth’s AES AES Stock Holding History

SVB Wealth’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$615K	Sell	41,923 -12,317	-23%	-$179K	0.04%	250
2026 Q1	$764K	Sell	54,240 -1,471	-3%	-$21.9K	0.05%	217
2025 Q4	$799K	Sell	55,711 -97,599	-64%	-$1.38M	0.05%	231
2025 Q3	$2.02M	Sell	153,310 -37,594	-20%	-$488K	0.11%	151
2025 Q2	$2.01M	Buy	190,904 +111,169	+139%	+$1.19M	0.11%	162
2025 Q1	$990K	Buy	+79,735	New	+$922K	0.04%	161
2024 Q2	–	Sell	-13,753	Closed	-$247K	–	748
2024 Q1	$247K	Sell	13,753 -772	-5%	-$12.9K	0.01%	694
2023 Q4	$280K	Buy	+14,525	New	+$236K	0.01%	650
2023 Q3	–	Sell	-10,971	Closed	-$227K	–	865
2023 Q2	$227K	Buy	10,971 +874	+9%	+$19.2K	﹤0.01%	781
2023 Q1	$243K	Sell	10,097 -7,681	-43%	-$195K	﹤0.01%	814
2022 Q4	$511K	Sell	17,778 -74,468	-81%	-$2.01M	0.01%	556
2022 Q3	$2.08M	Buy	+92,246	New	+$2.19M	0.03%	253

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SVB Wealth's AES Position: Q2 2026 in Review

SVB Wealth reduced its AES (AES) stake by 23% in Q2 2026, selling an estimated $179K and leaving 41,923 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #250.

SVB Wealth first reported a position in AES in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.08M in Q3 2022. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

SVB Wealth held 41,923 shares of AES worth $615K as of Q2 2026.
SVB Wealth sold 12,317 AES shares in Q2 2026, an estimated $179K.
AES made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #250 holding.
SVB Wealth first reported a position in AES in Q3 2022 and has held it in 12 quarters since.
SVB Wealth's AES position peaked at $2.08M in Q3 2022.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.