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TFC Financial Management’s Advanced Energy AEIS Stock Holding History

TFC Financial Management’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 		$5.59K Buy
+15
New +$5.25K ﹤0.01% 471
2025
Q2 		– Sell
-1
Closed -$96 – 974
2025
Q1 		$96 Hold
1
– – ﹤0.01% 826
2024
Q4 		$116 Hold
1
– – ﹤0.01% 804
2024
Q3 		$106 Hold
1
– – ﹤0.01% 838
2024
Q2 		$109 Buy
+1
New +$102 ﹤0.01% 804

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

TFC Financial Management's AEIS Position: Q2 2026 in Review

TFC Financial Management opened a new position in Advanced Energy (AEIS) in Q2 2026: 15 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in AEIS as recently as Q1 2025.

TFC Financial Management first reported a position in AEIS in Q2 2024 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • TFC Financial Management held 15 shares of Advanced Energy worth $5.59K as of Q2 2026.
  • Advanced Energy was a new TFC Financial Management position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #471 holding.
  • TFC Financial Management first reported a position in Advanced Energy in Q2 2024 and has held it in 5 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.