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EverSource Wealth Advisors’s Agilysys AGYS Stock Holding History

EverSource Wealth Advisors’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.96K Buy
57
+52
+1,040% +$4.03K ﹤0.01% 3203
2026
Q1 		$355 Buy
+5
New +$434 ﹤0.01% 4117
2025
Q2 		– Sell
-20
Closed -$1.45K – 4251
2025
Q1 		$1.45K Buy
20
+10
+100% +$914 ﹤0.01% 3080
2024
Q4 		$1.32K Buy
10
+4
+67% +$490 ﹤0.01% 2875
2024
Q3 		$654 Hold
6
– – ﹤0.01% 2809
2024
Q2 		$673 Hold
6
– – ﹤0.01% 2818
2024
Q1 		$498 Buy
+6
New +$485 ﹤0.01% 2726

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Agilysys (AGYS) stake by 1,040% in Q2 2026, buying an estimated $4.03K and bringing the position to 57 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

EverSource Wealth Advisors first reported a position in AGYS in Q1 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • EverSource Wealth Advisors held 57 shares of Agilysys worth $5.96K as of Q2 2026.
  • EverSource Wealth Advisors bought 52 Agilysys shares in Q2 2026, an estimated $4.03K.
  • Agilysys made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3203 holding.
  • EverSource Wealth Advisors first reported a position in Agilysys in Q1 2024 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

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