CIM
AGI icon

Confluence Investment Management’s Alamos Gold AGI Stock Holding History

Confluence Investment Management’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.79M Buy
55,378
+18,475
+50% +$609K 0.03% 177
2026
Q2 		$1.12M Buy
36,903
+1,677
+5% +$67.9K 0.02% 208
2026
Q1 		$1.57M Buy
35,226
+553
+2% +$24.4K 0.02% 166
2025
Q4 		$1.34M Buy
34,673
+4,682
+16% +$163K 0.02% 185
2025
Q3 		$1.05M Buy
29,991
+3,002
+11% +$85.8K 0.01% 212
2025
Q2 		$717K Buy
+26,989
New +$722K 0.01% 231

Other funds holding AGI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Confluence Investment Management's AGI Position: Q3 2026 in Review

Confluence Investment Management increased its Alamos Gold (AGI) stake by 50% in Q3 2026, buying an estimated $609K and bringing the position to 55,378 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #177.

Confluence Investment Management first reported a position in AGI in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold AGI as of Q3 2026.

  • Confluence Investment Management held 55,378 shares of Alamos Gold worth $1.79M as of Q3 2026.
  • Confluence Investment Management bought 18,475 Alamos Gold shares in Q3 2026, an estimated $609K.
  • Alamos Gold made up 0.03% of Confluence Investment Management's portfolio in Q3 2026, its #177 holding.
  • Confluence Investment Management first reported a position in Alamos Gold in Q2 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Alamos Gold as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.