ANB BANK AEIS — Advanced Energy Inds

Ownership history in ANB BANK  ·  4 quarters on record

AI Ownership Summary

ANB BANK reported Advanced Energy Inds (AEIS) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q2. The latest visible filing shows AEIS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANB BANK's position in Advanced Energy Inds, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AEIS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AEIS stock page ANB BANK fund profile ANB BANK full holdings
How ANB BANK held AEIS — position size vs. price
% of Fund (quarterly)    AEIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,339 — 0% 0.13% $377K 2026-10-09 $288.66
2026 Q2 REDUCED — — — 1,339 -11 -0.8% 0.19% $499K 2026-08-12 $337.20
2026 Q1 REDUCED — — — 1,350 -49 -3.5% 0.18% $436K 2026-05-06 $360.57
2025 Q4 INITIATED — — — 1,399 — — 0.12% $293K 2026-02-13 $313.97

🏢 Other funds also holding AEIS

As of 2026 Q3 — sorted by position size

Green Alpha Advisors, LLC 3Y 2.0% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.27% David J Yvars Group 3Y 0.26% Legacy Wealth Asset Management, LLC 3Y 0.23% Artemis Investment Management LLP 3Y 7Y 0.23% MRA Advisory Group 3Y 0.21% REINHART PARTNERS, LLC. 3Y 7Y 0.15% Red Spruce Capital, LLC 3Y 0.14% GAMMA Investing LLC 0.03% Central Pacific Bank - Trust Division 0.03%

FAQ About ANB BANK and AEIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANB BANK reported owning AEIS?

ANB BANK reported AEIS across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported AEIS position in ANB BANK's portfolio?

The largest reported portfolio weight for AEIS was 0.19% in 2026 Q2.

What is the latest reported AEIS position on this page?

The most recent filing on this page is 2026 Q3, when ANB BANK reported 1,339 shares, equal to 0.13% of portfolio, with an estimated market value of $377K.

What does the chart on this AEIS ownership page compare?

The chart compares ANB BANK's quarterly AEIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANB BANK time their AEIS position?

Based on 13F filing dates vs. subsequent AEIS price moves, ANB BANK correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AEIS relative to SPY over the holding period was -29.2%.

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