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Bearing Point Capital’s Argan AGX Stock Holding History

Bearing Point Capital’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 		$15.8M Sell
19,760
-45
-0.2% -$29.9K 2.13% 8
2026
Q1 		$10.8M Sell
19,805
-7,215
-27% -$2.94M 1.69% 15
2025
Q4 		$8.47M Buy
27,020
+1,936
+8% +$614K 1.32% 23
2025
Q3 		$6.77M Buy
25,084
+386
+2% +$88.5K 1.17% 32
2025
Q2 		$5.45M Buy
+24,698
New +$4.45M 1% 40
2025
Q1 		– Sell
-3,225
Closed -$442K – 161
2024
Q4 		$442K Buy
+3,225
New +$443K 0.09% 130

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

Bearing Point Capital's AGX Position: Q2 2026 in Review

Bearing Point Capital reduced its Argan (AGX) stake by 0.23% in Q2 2026, selling an estimated $29.9K and leaving 19,760 shares worth $15.8M. The position accounts for 2.13% of the portfolio, ranked #8.

Bearing Point Capital first reported a position in AGX in Q4 2024 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Bearing Point Capital held 19,760 shares of Argan worth $15.8M as of Q2 2026.
  • Bearing Point Capital sold 45 Argan shares in Q2 2026, an estimated $29.9K.
  • Argan made up 2.13% of Bearing Point Capital's portfolio in Q2 2026, its #8 holding.
  • Bearing Point Capital first reported a position in Argan in Q4 2024 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.