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Greenline Wealth Management’s Agilysys AGYS Stock Holding History

Greenline Wealth Management’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
Q1 		– Sell
-189
Closed -$22.5K – 108
2025
Q4 		$22.5K Buy
+189
New +$22.7K 0.02% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Greenline Wealth Management's AGYS Position: Q1 2026 in Review

Greenline Wealth Management sold out of Agilysys (AGYS) in Q1 2026, closing a stake of 189 shares — an estimated $22.5K sold.

Greenline Wealth Management first reported a position in AGYS in Q4 2025 and held it in 1 quarter. The position peaked at $22.5K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Greenline Wealth Management reported no remaining Agilysys position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 189 Agilysys shares in Q1 2026, an estimated $22.5K.
  • Greenline Wealth Management first reported a position in Agilysys in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Agilysys position peaked at $22.5K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.