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Congress Wealth Management’s Argan AGX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$2.22M Buy
+10,070
New +$1.81M 0.02% 535
2025
Q1 		– Sell
-5,000
Closed -$685K – 1068
2024
Q4 		$685K Sell
5,000
-10,880
-69% -$1.49M 0.01% 579
2024
Q3 		$1.61M Buy
15,880
+640
+4% +$50.6K 0.02% 454
2024
Q2 		$1.11M Buy
+15,240
New +$999K 0.02% 412

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's AGX Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Argan (AGX) in Q2 2025: 10,070 shares worth $2.22M. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in AGX as recently as Q4 2024.

Congress Wealth Management first reported a position in AGX in Q2 2024 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold AGX as of Q2 2025.

  • Congress Wealth Management held 10,070 shares of Argan worth $2.22M as of Q2 2025.
  • Argan was a new Congress Wealth Management position in Q2 2025.
  • Argan made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #535 holding.
  • Congress Wealth Management first reported a position in Argan in Q2 2024 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held Argan as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.