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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
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 $6.73T 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 $3.37T AUM 44.26% 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

Symphony Financial Services's AEIS Position: Q2 2026 in Review

Symphony Financial Services increased its Advanced Energy (AEIS) stake by 1.9% in Q2 2026, buying an estimated $6.99K and bringing the position to 1,075 shares worth $401K. The position accounts for 0.18% of the portfolio, ranked #64.

Symphony Financial Services first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Symphony Financial Services held 1,075 shares of Advanced Energy worth $401K as of Q2 2026.
  • Symphony Financial Services bought 20 Advanced Energy shares in Q2 2026, an estimated $6.99K.
  • Advanced Energy made up 0.18% of Symphony Financial Services's portfolio in Q2 2026, its #64 holding.
  • Symphony Financial Services first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.