EWA
AGEN

EverSource Wealth Advisors’s Agenus AGEN Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-274
Closed -$915 – 4393
2026
Q1 		$915 Hold
274
– – ﹤0.01% 3885
2025
Q4 		$860 Hold
274
– – ﹤0.01% 3745
2025
Q3 		$1.05K Sell
274
-567
-67% -$2.84K ﹤0.01% 3750
2025
Q2 		$3.84K Buy
841
+500
+147% +$1.73K ﹤0.01% 3264
2025
Q1 		$513 Buy
341
+225
+194% +$648 ﹤0.01% 3452
2024
Q4 		$317 Buy
116
+83
+252% +$307 ﹤0.01% 3329
2024
Q3 		$181 Hold
33
– – ﹤0.01% 2960
2024
Q2 		$199 Buy
+33
New +$399 ﹤0.01% 2975
2024
Q1 		– Sell
-36
Closed -$599 – 2897
2023
Q4 		$599 Buy
36
+15
+71% +$249 ﹤0.01% 2492
2023
Q3 		$463 Buy
+21
New +$595 ﹤0.01% 2389

Other funds holding AGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

EverSource Wealth Advisors's AGEN Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Agenus (AGEN) in Q2 2026, closing a stake of 274 shares — an estimated $915 sold.

EverSource Wealth Advisors first reported a position in AGEN in Q3 2023 and held it in 10 quarters. The position peaked at $3.84K in Q2 2025. 103 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Agenus position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 274 Agenus shares in Q2 2026, an estimated $915.
  • EverSource Wealth Advisors first reported a position in Agenus in Q3 2023 and held it in 10 quarters.
  • EverSource Wealth Advisors's Agenus position peaked at $3.84K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.