Symphony Financial Services
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Symphony Financial Services’s Advanced Energy AEIS Stock Holding History

Symphony Financial Services’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 		$297K Sell
1,055
-20
-2% -$5.85K 0.13% 83
2026
Q2 		$401K Buy
1,075
+20
+2% +$6.99K 0.18% 64
2026
Q1 		$340K Buy
1,055
+5
+0.5% +$1.45K 0.17% 68
2025
Q4 		$220K Buy
+1,050
New +$214K 0.11% 94

Other funds holding AEIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Symphony Financial Services's AEIS Position: Q3 2026 in Review

Symphony Financial Services reduced its Advanced Energy (AEIS) stake by 1.9% in Q3 2026, selling an estimated $5.85K and leaving 1,055 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #83.

Symphony Financial Services first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $401K in Q2 2026. 512 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Symphony Financial Services held 1,055 shares of Advanced Energy worth $297K as of Q3 2026.
  • Symphony Financial Services sold 20 Advanced Energy shares in Q3 2026, an estimated $5.85K.
  • Advanced Energy made up 0.13% of Symphony Financial Services's portfolio in Q3 2026, its #83 holding.
  • Symphony Financial Services first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's Advanced Energy position peaked at $401K in Q2 2026.
  • 512 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.