Clayton Financial Group’s Agilon Health AGL Stock Holding History

Clayton Financial Group’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 Q3	$3.18K	Buy	+40	New	+$3.9K	﹤0.01%	228
2026 Q2	–	Sell	-40	Closed	-$13	–	78
2026 Q1	$13	Hold	40	–	–	﹤0.01%	614
2025 Q4	$689	Hold	40	–	–	﹤0.01%	573
2025 Q3	$1.03K	Buy	+40	New	+$1.51K	﹤0.01%	271

Other funds holding AGL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Clayton Financial Group's AGL Position: Q3 2026 in Review

Clayton Financial Group opened a new position in Agilon Health (AGL) in Q3 2026: 40 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in AGL as recently as Q1 2026.

Clayton Financial Group first reported a position in AGL in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

Clayton Financial Group held 40 shares of Agilon Health worth $3.18K as of Q3 2026.
Agilon Health was a new Clayton Financial Group position in Q3 2026.
Agilon Health made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #228 holding.
Clayton Financial Group first reported a position in Agilon Health in Q3 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.