Dmitry Balyasny’s Argan AGX Stock Holding History

Dmitry Balyasny’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 Q2	–	Sell	-63,200	Closed	-$34.4M	–	2967
2026 Q1	$34.4M	Buy	+63,200	New	+$25.8M	0.04%	483

Other funds holding AGX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Dmitry Balyasny's AGX Position: Q2 2026 in Review

Dmitry Balyasny sold out of Argan (AGX) in Q2 2026, closing a stake of 809 shares — an estimated $441K sold.

Dmitry Balyasny first reported a position in AGX in Q3 2023 and held it in 7 quarters. The position peaked at $55.9M in Q2 2025. 561 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

Dmitry Balyasny reported no remaining Argan position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 809 Argan shares in Q2 2026, an estimated $441K.
Dmitry Balyasny first reported a position in Argan in Q3 2023 and held it in 7 quarters.
Dmitry Balyasny's Argan position peaked at $55.9M in Q2 2025.
561 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.