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Farther Finance Advisors’s Agilon Health AGL Stock Holding History

Farther Finance Advisors’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.2K Buy
229
+10
+5% +$974 ﹤0.01% 4213
2026
Q2 		$24.3K Buy
+219
New +$14.3K ﹤0.01% 3823
2026
Q1 		– Sell
-135
Closed -$2.33K – 5756
2025
Q4 		$2.33K Buy
135
+132
+4,400% +$2.56K ﹤0.01% 4636
2025
Q3 		$67 Buy
3
+2
+200% +$76 ﹤0.01% 4854
2025
Q2 		$48 Buy
+1
New +$80 ﹤0.01% 4375
2024
Q4 		– Sell
-3
Closed -$295 – 4002
2024
Q3 		$295 Buy
3
+1
+50% +$129 ﹤0.01% 3560
2024
Q2 		$273 Buy
+2
New +$285 ﹤0.01% 3424
2024
Q1 		– Sell
-1
Closed -$414 – 3588
2023
Q4 		$414 Sell
1
-1
-50% -$362 ﹤0.01% 3029
2023
Q3 		$817 Buy
+2
New +$904 ﹤0.01% 2131

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's AGL Position: Q3 2026 in Review

Farther Finance Advisors increased its Agilon Health (AGL) stake by 4.6% in Q3 2026, buying an estimated $974 and bringing the position to 229 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4213.

Farther Finance Advisors first reported a position in AGL in Q3 2023 and has held it in 9 quarters since. The position peaked at $24.3K in Q2 2026. 6 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

  • Farther Finance Advisors held 229 shares of Agilon Health worth $18.2K as of Q3 2026.
  • Farther Finance Advisors bought 10 Agilon Health shares in Q3 2026, an estimated $974.
  • Agilon Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4213 holding.
  • Farther Finance Advisors first reported a position in Agilon Health in Q3 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Agilon Health position peaked at $24.3K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.