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HB Wealth Management’s Agilysys AGYS Stock Holding History

HB 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
Q2 		$636K Buy
6,088
+198
+3% +$15.3K ﹤0.01% 983
2026
Q1 		$419K Sell
5,890
-195
-3% -$16.9K ﹤0.01% 1056
2025
Q4 		$723K Buy
6,085
+41
+0.7% +$4.93K ﹤0.01% 740
2025
Q3 		$636K Buy
6,044
+336
+6% +$37.2K ﹤0.01% 757
2025
Q2 		$654K Sell
5,708
-307
-5% -$27.7K 0.01% 659
2025
Q1 		$436K Buy
6,015
+634
+12% +$58K ﹤0.01% 808
2024
Q4 		$709K Sell
5,381
-478
-8% -$58.5K 0.01% 507
2024
Q3 		$638K Buy
5,859
+415
+8% +$44.4K 0.01% 509
2024
Q2 		$567K Buy
+5,444
New +$489K 0.01% 509

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HB Wealth Management's AGYS Position: Q2 2026 in Review

HB Wealth Management increased its Agilysys (AGYS) stake by 3.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 6,088 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

HB Wealth Management first reported a position in AGYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $723K in Q4 2025. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • HB Wealth Management held 6,088 shares of Agilysys worth $636K as of Q2 2026.
  • HB Wealth Management bought 198 Agilysys shares in Q2 2026, an estimated $15.3K.
  • Agilysys made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #983 holding.
  • HB Wealth Management first reported a position in Agilysys in Q2 2024 and has held it in 9 quarters since.
  • HB Wealth Management's Agilysys position peaked at $723K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.