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Independent Advisor Alliance’s Argan AGX Stock Holding History

Independent Advisor Alliance’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Sell
2,204
-631
-22% -$420K 0.04% 308
2026
Q1 		$1.54M Sell
2,835
-18,573
-87% -$7.57M 0.02% 640
2025
Q4 		$6.71M Sell
21,408
-3,425
-14% -$1.09M 0.16% 102
2025
Q3 		$6.71M Buy
24,833
+408
+2% +$93.5K 0.17% 92
2025
Q2 		$5.39M Buy
24,425
+993
+4% +$179K 0.16% 109
2025
Q1 		$3.07M Buy
+23,432
New +$3.27M 0.1% 181

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Independent Advisor Alliance's AGX Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Argan (AGX) stake by 22% in Q2 2026, selling an estimated $420K and leaving 2,204 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #308.

Independent Advisor Alliance first reported a position in AGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.71M in Q4 2025. 564 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Independent Advisor Alliance held 2,204 shares of Argan worth $1.76M as of Q2 2026.
  • Independent Advisor Alliance sold 631 Argan shares in Q2 2026, an estimated $420K.
  • Argan made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #308 holding.
  • Independent Advisor Alliance first reported a position in Argan in Q1 2025 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Argan position peaked at $6.71M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.