Truist Financial
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Truist Financial’s Advanced Energy AEIS Stock Holding History

Truist Financial’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 		$2.41M Sell
7,455
-694
-9% -$201K ﹤0.01% 1204
2025
Q4 		$1.71M Sell
8,149
-18,631
-70% -$3.79M ﹤0.01% 1387
2025
Q3 		$4.56M Buy
26,780
+22,124
+475% +$3.33M 0.01% 929
2025
Q2 		$617K Buy
+4,656
New +$513K ﹤0.01% 1852
2025
Q1 		– Sell
-2,107
Closed -$244K – 2545
2024
Q4 		$244K Sell
2,107
-101
-5% -$11.4K ﹤0.01% 2274
2024
Q3 		$232K Sell
2,208
-7
-0.3% -$735 ﹤0.01% 2276
2024
Q2 		$241K Sell
2,215
-226
-9% -$23.1K ﹤0.01% 2410
2024
Q1 		$249K Sell
2,441
-3,133
-56% -$319K ﹤0.01% 2383
2023
Q4 		$607K Sell
5,574
-889
-14% -$86.4K ﹤0.01% 1869
2023
Q3 		$666K Sell
6,463
-35
-0.5% -$3.92K ﹤0.01% 1764
2023
Q2 		$724K Sell
6,498
-1,862
-22% -$178K ﹤0.01% 1761
2023
Q1 		$819K Buy
8,360
+427
+5% +$40.2K ﹤0.01% 1673
2022
Q4 		$680K Buy
7,933
+1,726
+28% +$145K ﹤0.01% 1755
2022
Q3 		$481K Buy
6,207
+569
+10% +$48.8K ﹤0.01% 1837
2022
Q2 		$412K Buy
5,638
+893
+19% +$69.1K ﹤0.01% 2024
2022
Q1 		$409K Buy
4,745
+2,281
+93% +$198K ﹤0.01% 2111
2021
Q4 		$224K Buy
+2,464
New +$219K ﹤0.01% 2529
2021
Q3 		– Sell
-1,956
Closed -$220K – 2694
2021
Q2 		$220K Sell
1,956
-246
-11% -$26.1K ﹤0.01% 2547
2021
Q1 		$240K Sell
2,202
-196
-8% -$21.2K ﹤0.01% 2420
2020
Q4 		$233K Buy
+2,398
New +$204K ﹤0.01% 2310

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

Truist Financial's AEIS Position: Q1 2026 in Review

Truist Financial reduced its Advanced Energy (AEIS) stake by 8.5% in Q1 2026, selling an estimated $201K and leaving 7,455 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Truist Financial first reported a position in AEIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.56M in Q3 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Truist Financial held 7,455 shares of Advanced Energy worth $2.41M as of Q1 2026.
  • Truist Financial sold 694 Advanced Energy shares in Q1 2026, an estimated $201K.
  • Advanced Energy made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1204 holding.
  • Truist Financial first reported a position in Advanced Energy in Q4 2020 and has held it in 20 quarters since.
  • Truist Financial's Advanced Energy position peaked at $4.56M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.