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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Symphony Financial Services's AEIS Position: Q1 2026 in Review

Symphony Financial Services increased its Advanced Energy (AEIS) stake by 0.48% in Q1 2026, buying an estimated $1.45K and bringing the position to 1,055 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #68.

Symphony Financial Services first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Symphony Financial Services held 1,055 shares of Advanced Energy worth $340K as of Q1 2026.
  • Symphony Financial Services bought 5 Advanced Energy shares in Q1 2026, an estimated $1.45K.
  • Advanced Energy made up 0.17% of Symphony Financial Services's portfolio in Q1 2026, its #68 holding.
  • Symphony Financial Services first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.