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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
Q2 		$22.3K Buy
213
+164
+335% +$12.7K ﹤0.01% 3102
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 $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Allworth Financial's AGYS Position: Q2 2026 in Review

Allworth Financial increased its Agilysys (AGYS) stake by 335% in Q2 2026, buying an estimated $12.7K and bringing the position to 213 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3102.

Allworth Financial first reported a position in AGYS in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Allworth Financial held 213 shares of Agilysys worth $22.3K as of Q2 2026.
  • Allworth Financial bought 164 Agilysys shares in Q2 2026, an estimated $12.7K.
  • Agilysys made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3102 holding.
  • Allworth Financial first reported a position in Agilysys in Q4 2023 and has held it in 11 quarters since.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.