Institute for Wealth Management’s Agilysys AGYS Stock Holding History

Institute for 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	$22.7K	Buy	+217	New	+$16.8K	﹤0.01%	1090

Other funds holding AGYS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Institute for Wealth Management's AGYS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Agilysys (AGYS) in Q2 2026: 217 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings.

124 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

Institute for Wealth Management held 217 shares of Agilysys worth $22.7K as of Q2 2026.
Agilysys was a new Institute for Wealth Management position in Q2 2026.
Agilysys made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1090 holding.
124 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.