Patriot Financial Group Insurance Agency, LLC
InsurancePosition in AEIS — Advanced Energy Industries Inc
CIK 1694883
Westborough, MA
Position in AEIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$203,587
-$148,812 QoQ
Shares Held
546
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#540
of 677 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $203,587 across 1 Electrical Equipment & Parts name. AEIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
546 | $203,587 |
All Filings in AEIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,587 | 546 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $352,399 | 1,092 | Shares | Sole | 2026-04-22 | |
| 2022-06-30 | $7,443 | 102 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $10,673 | 124 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $11,382 | 125 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $10,968 | 125 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $11,947 | 106 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $11,572 | 106 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $10,278 | 106 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $6,671 | 106 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $7,185 | 106 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,945 | 102 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||