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Allworth Financial’s Agilysys AGYS Stock Holding History

Allworth Financial’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49K Buy
49
+26
+113% +$2.26K ﹤0.01% 4148
2025
Q4 		$2.73K Buy
23
+7
+44% +$843 ﹤0.01% 3999
2025
Q3 		$1.68K Buy
16
+4
+33% +$443 ﹤0.01% 4079
2025
Q2 		$1.38K Sell
12
-1
-8% -$90 ﹤0.01% 3860
2025
Q1 		$958 Sell
13
-69
-84% -$6.31K ﹤0.01% 3479
2024
Q4 		$8.26K Sell
82
-1
-1% -$122 ﹤0.01% 2523
2024
Q3 		$9.04K Hold
83
– – ﹤0.01% 2309
2024
Q2 		$8.96K Buy
83
+74
+822% +$6.64K ﹤0.01% 2265
2024
Q1 		$759 Sell
9
-6
-40% -$485 ﹤0.01% 3161
2023
Q4 		$1.27K Buy
+15
New +$1.22K ﹤0.01% 2868

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Allworth Financial's AGYS Position: Q1 2026 in Review

Allworth Financial increased its Agilysys (AGYS) stake by 113% in Q1 2026, buying an estimated $2.26K and bringing the position to 49 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4148.

Allworth Financial first reported a position in AGYS in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.04K in Q3 2024. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Allworth Financial held 49 shares of Agilysys worth $3.49K as of Q1 2026.
  • Allworth Financial bought 26 Agilysys shares in Q1 2026, an estimated $2.26K.
  • Agilysys made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4148 holding.
  • Allworth Financial first reported a position in Agilysys in Q4 2023 and has held it in 10 quarters since.
  • Allworth Financial's Agilysys position peaked at $9.04K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.