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Chicago Trust’s Agilon Health AGL Stock Holding History

Chicago Trust’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
+3,314
New +$217K 0.05% 294

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Chicago Trust's AGL Position: Q2 2026 in Review

Chicago Trust opened a new position in Agilon Health (AGL) in Q2 2026: 3,314 shares worth $355K. The stake represents 0.05% of the portfolio and ranks #294 among its holdings.

10 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Chicago Trust held 3,314 shares of Agilon Health worth $355K as of Q2 2026.
  • Agilon Health was a new Chicago Trust position in Q2 2026.
  • Agilon Health made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #294 holding.
  • 10 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.