Concord Wealth Partners’s Argan AGX Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-5	Closed	-$1.57K	–	222
2025 Q4	$1.57K	Hold	5	–	–	﹤0.01%	712
2025 Q3	$1.35K	Buy	+5	New	+$1.15K	﹤0.01%	727

Other funds holding AGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's AGX Position: Q1 2026 in Review

Concord Wealth Partners sold out of Argan (AGX) in Q1 2026, closing a stake of 5 shares — an estimated $1.57K sold.

Concord Wealth Partners first reported a position in AGX in Q3 2025 and held it in 2 quarters. The position peaked at $1.57K in Q4 2025. 496 funds tracked by Wall St. Rank hold AGX as of Q1 2026.

Concord Wealth Partners reported no remaining Argan position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 5 Argan shares in Q1 2026, an estimated $1.57K.
Concord Wealth Partners first reported a position in Argan in Q3 2025 and held it in 2 quarters.
Concord Wealth Partners's Argan position peaked at $1.57K in Q4 2025.
496 funds tracked by Wall St. Rank held Argan as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.