Forum Finance Group’s Agenus AGEN Stock Holding History

Forum Finance Group’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	$3K	Hold	1,300	–	–	﹤0.01%	321
2026 Q1	$4K	Buy	+1,300	New	+$4.31K	﹤0.01%	297

Other funds holding AGEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Forum Finance Group's AGEN Position: Q2 2026 in Review

Forum Finance Group held its Agenus (AGEN) position steady in Q2 2026 at 1,300 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Forum Finance Group first reported a position in AGEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $4K in Q1 2026. 103 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

Forum Finance Group held 1,300 shares of Agenus worth $3K as of Q2 2026.
Forum Finance Group left its Agenus share count unchanged in Q2 2026.
Agenus made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #321 holding.
Forum Finance Group first reported a position in Agenus in Q1 2026 and has held it in 2 quarters since.
Forum Finance Group's Agenus position peaked at $4K in Q1 2026.
103 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.