Claro Advisors’s Agenus AGEN Stock Holding History

Claro Advisors’s Portfolio AGEN Stock Details AGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$260K	Sell	26,196 -7,154	-21%	-$49.3K	0.03%	440
2026 Q2	$102K	Buy	+33,350	New	+$119K	0.01%	530

Other funds holding AGEN

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Claro Advisors's AGEN Position: Q3 2026 in Review

Claro Advisors reduced its Agenus (AGEN) stake by 21% in Q3 2026, selling an estimated $49.3K and leaving 26,196 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #440.

Claro Advisors first reported a position in AGEN in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold AGEN as of Q3 2026.

Claro Advisors held 26,196 shares of Agenus worth $260K as of Q3 2026.
Claro Advisors sold 7,154 Agenus shares in Q3 2026, an estimated $49.3K.
Agenus made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #440 holding.
Claro Advisors first reported a position in Agenus in Q2 2026 and has held it in 2 quarters since.
26 funds tracked by Wall St. Rank held Agenus as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.