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BFC Planning, Inc.’s Agilysys AGYS Stock Holding History

BFC Planning, Inc.’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
Q3 		$13.2K Hold
136
– – ﹤0.01% 2242
2026
Q2 		$14.2K Buy
136
+15
+12% +$1.16K ﹤0.01% 2185
2026
Q1 		$8.61K Hold
121
– – ﹤0.01% 2100
2025
Q4 		$14.4K Hold
121
– – ﹤0.01% 1894
2025
Q3 		$12.7K Buy
121
+42
+53% +$4.65K ﹤0.01% 1788
2025
Q2 		$9.06K Sell
79
-24
-23% -$2.17K ﹤0.01% 1860
2025
Q1 		$7.47K Sell
103
-27
-21% -$2.47K ﹤0.01% 1884
2024
Q4 		$17.1K Sell
130
-4
-3% -$490 ﹤0.01% 1527
2024
Q3 		$14.6K Buy
+134
New +$14.3K ﹤0.01% 1589

Other funds holding AGYS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BFC Planning, Inc.'s AGYS Position: Q3 2026 in Review

BFC Planning, Inc. held its Agilysys (AGYS) position steady in Q3 2026 at 136 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

BFC Planning, Inc. first reported a position in AGYS in Q3 2024 and has held it in 9 quarters since. The position peaked at $17.1K in Q4 2024. 238 funds tracked by Wall St. Rank hold AGYS as of Q3 2026.

  • BFC Planning, Inc. held 136 shares of Agilysys worth $13.2K as of Q3 2026.
  • BFC Planning, Inc. left its Agilysys share count unchanged in Q3 2026.
  • Agilysys made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2242 holding.
  • BFC Planning, Inc. first reported a position in Agilysys in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Agilysys position peaked at $17.1K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Agilysys as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.