Essential Partners
AGEN icon

Essential Partners’s Agenus AGEN Stock Holding History

Essential Partners’s Portfolio AGEN Stock Details AGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$248 Buy
+25
New +$172 ﹤0.01% 2551
2025
Q4 		– Sell
-9
Closed -$35 – 2775
2025
Q3 		$35 Sell
9
-593
-99% -$2.97K ﹤0.01% 2600
2025
Q2 		$2.75K Buy
+602
New +$2.08K ﹤0.01% 1227

Other funds holding AGEN

Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's AGEN Position: Q3 2026 in Review

Essential Partners opened a new position in Agenus (AGEN) in Q3 2026: 25 shares worth $248. The stake represents ﹤0.01% of the portfolio and ranks #2551 among its holdings. This is a return to the name: Essential Partners previously reported a position in AGEN as recently as Q3 2025.

Essential Partners first reported a position in AGEN in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.75K in Q2 2025. 12 funds tracked by Wall St. Rank hold AGEN as of Q3 2026.

  • Essential Partners held 25 shares of Agenus worth $248 as of Q3 2026.
  • Agenus was a new Essential Partners position in Q3 2026.
  • Agenus made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2551 holding.
  • Essential Partners first reported a position in Agenus in Q2 2025 and has held it in 3 quarters since.
  • Essential Partners's Agenus position peaked at $2.75K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Agenus as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.