First Manhattan’s Alamos Gold AGI Stock Holding History

First Manhattan’s Portfolio AGI Stock Details AGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.57M	Buy	282,625 +100,000	+55%	+$4.05M	0.02%	189
2026 Q1	$8.1M	Buy	182,625 +24,149	+15%	+$1.06M	0.02%	181
2025 Q4	$6.13M	Sell	158,476 -12,899	-8%	-$449K	0.02%	211
2025 Q3	$5.98M	Buy	171,375 +1,375	+0.8%	+$39.3K	0.02%	214
2025 Q2	$4.51M	Hold	170,000	–	–	0.01%	238
2025 Q1	$4.54M	Hold	170,000	–	–	0.01%	220
2024 Q4	$3.14M	Buy	170,000 +40,000	+31%	+$773K	0.01%	257
2024 Q3	$2.59M	Hold	130,000	–	–	0.01%	268
2024 Q2	$2.04M	Buy	130,000 +80,000	+160%	+$1.25M	0.01%	298
2024 Q1	$738K	Buy	+50,000	New	+$632K	﹤0.01%	420

Other funds holding AGI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Manhattan's AGI Position: Q2 2026 in Review

First Manhattan increased its Alamos Gold (AGI) stake by 55% in Q2 2026, buying an estimated $4.05M and bringing the position to 282,625 shares worth $8.57M. The position accounts for 0.02% of the portfolio, ranked #189.

First Manhattan first reported a position in AGI in Q1 2024 and has held it in 10 quarters since. 473 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

First Manhattan held 282,625 shares of Alamos Gold worth $8.57M as of Q2 2026.
First Manhattan bought 100,000 Alamos Gold shares in Q2 2026, an estimated $4.05M.
Alamos Gold made up 0.02% of First Manhattan's portfolio in Q2 2026, its #189 holding.
First Manhattan first reported a position in Alamos Gold in Q1 2024 and has held it in 10 quarters since.
473 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.