Balyasny Asset Management
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Balyasny Asset Management’s Argan AGX Stock Holding History

Balyasny Asset Management’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 		– Sell
-809
Closed -$441K – 2966
2026
Q1 		$441K Sell
809
-1,238
-60% -$505K ﹤0.01% 2417
2025
Q4 		$641K Sell
2,047
-29,015
-93% -$9.21M ﹤0.01% 2408
2025
Q3 		$8.39M Sell
31,062
-222,303
-88% -$50.9M 0.01% 1142
2025
Q2 		$55.9M Buy
253,365
+159,149
+169% +$28.7M 0.08% 299
2025
Q1 		$12.4M Sell
94,216
-74,085
-44% -$10.3M 0.02% 800
2024
Q4 		$23.1M Buy
+168,301
New +$23.1M 0.03% 597
2023
Q4 		– Sell
-7,108
Closed -$324K – 2447
2023
Q3 		$324K Buy
+7,108
New +$294K ﹤0.01% 1886

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

Balyasny Asset Management's AGX Position: Q2 2026 in Review

Balyasny Asset Management sold out of Argan (AGX) in Q2 2026, closing a stake of 809 shares — an estimated $441K sold.

Balyasny Asset Management first reported a position in AGX in Q3 2023 and held it in 7 quarters. The position peaked at $55.9M in Q2 2025. 563 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Balyasny Asset Management reported no remaining Argan position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 809 Argan shares in Q2 2026, an estimated $441K.
  • Balyasny Asset Management first reported a position in Argan in Q3 2023 and held it in 7 quarters.
  • Balyasny Asset Management's Argan position peaked at $55.9M in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.