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Balboa Wealth Partners’s Argan AGX Stock Holding History

Balboa Wealth Partners’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Sell
653
-29
-4% -$19.3K 0.07% 233
2026
Q1 		$372K Sell
682
-26
-4% -$10.6K 0.06% 254
2025
Q4 		$222K Sell
708
-128
-15% -$40.6K 0.04% 356
2025
Q3 		$226K Buy
+836
New +$192K 0.04% 331

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Balboa Wealth Partners's AGX Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Argan (AGX) stake by 4.3% in Q2 2026, selling an estimated $19.3K and leaving 653 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #233.

Balboa Wealth Partners first reported a position in AGX in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Balboa Wealth Partners held 653 shares of Argan worth $521K as of Q2 2026.
  • Balboa Wealth Partners sold 29 Argan shares in Q2 2026, an estimated $19.3K.
  • Argan made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #233 holding.
  • Balboa Wealth Partners first reported a position in Argan in Q3 2025 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.