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UMB Bank’s Advanced Energy AEIS Stock Holding History

UMB Bank’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 		$186K Buy
500
+55
+12% +$19.2K ﹤0.01% 756
2026
Q1 		$144K Buy
445
+12
+3% +$3.48K ﹤0.01% 807
2025
Q4 		$90.7K Buy
433
+108
+33% +$22K ﹤0.01% 998
2025
Q3 		$55.3K Buy
325
+12
+4% +$1.81K ﹤0.01% 1122
2025
Q2 		$41.5K Buy
313
+94
+43% +$10.4K ﹤0.01% 1178
2025
Q1 		$20.9K Buy
219
+52
+31% +$5.94K ﹤0.01% 1315
2024
Q4 		$19.3K Sell
167
-2
-1% -$225 ﹤0.01% 1271
2024
Q3 		$17.8K Buy
169
+20
+13% +$2.1K ﹤0.01% 1275
2024
Q2 		$16.2K Buy
149
+16
+12% +$1.64K ﹤0.01% 1142
2024
Q1 		$13.6K Buy
133
+16
+14% +$1.63K ﹤0.01% 1208
2023
Q4 		$12.7K Sell
117
-262
-69% -$25.5K ﹤0.01% 1211
2023
Q3 		$39.1K Hold
379
– – ﹤0.01% 891
2023
Q2 		$42.2K Hold
379
– – ﹤0.01% 883
2023
Q1 		$37.1K Hold
379
– – ﹤0.01% 920
2022
Q4 		$32K Sell
379
-14
-4% -$1.18K ﹤0.01% 967
2022
Q3 		$30K Sell
393
-59
-13% -$5.06K ﹤0.01% 988
2022
Q2 		$33K Buy
452
+200
+79% +$15.5K ﹤0.01% 1010
2022
Q1 		$21K Buy
252
+170
+207% +$14.7K ﹤0.01% 1227
2021
Q4 		$8K Buy
+82
New +$7.29K ﹤0.01% 1493

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

UMB Bank's AEIS Position: Q2 2026 in Review

UMB Bank increased its Advanced Energy (AEIS) stake by 12% in Q2 2026, buying an estimated $19.2K and bringing the position to 500 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

UMB Bank first reported a position in AEIS in Q4 2021 and has held it in 19 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • UMB Bank held 500 shares of Advanced Energy worth $186K as of Q2 2026.
  • UMB Bank bought 55 Advanced Energy shares in Q2 2026, an estimated $19.2K.
  • Advanced Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #756 holding.
  • UMB Bank first reported a position in Advanced Energy in Q4 2021 and has held it in 19 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.