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Jefferies Financial Group’s Agilon Health AGL Stock Holding History

Jefferies Financial Group’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,073
Closed -$1.1M – 1432
2025
Q2 		$1.1M Buy
19,073
+10,098
+113% +$810K 0.01% 709
2025
Q1 		$972K Sell
8,975
-9,829
-52% -$855K 0.01% 818
2024
Q4 		$893K Buy
18,804
+5,275
+39% +$319K 0.01% 921
2024
Q3 		$1.33M Buy
13,529
+5,025
+59% +$649K 0.01% 702
2024
Q2 		$1.39M Sell
8,504
-1,574
-16% -$224K 0.01% 651
2024
Q1 		$1.54M Buy
10,078
+7,796
+342% +$1.3M 0.01% 674
2023
Q4 		$716K Buy
+2,282
New +$826K ﹤0.01% 1095
2023
Q3 		– Sell
-6
Closed -$2.39K – 1590
2023
Q2 		$2.39K Sell
6
-1,090
-99% -$613K ﹤0.01% 1605
2023
Q1 		$651K Buy
1,096
+484
+79% +$271K 0.01% 1020
2022
Q4 		$247K Buy
+612
New +$287K ﹤0.01% 1244

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jefferies Financial Group's AGL Position: Q3 2025 in Review

Jefferies Financial Group sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 19,073 shares — an estimated $1.1M sold.

Jefferies Financial Group first reported a position in AGL in Q4 2022 and held it in 10 quarters. The position peaked at $1.54M in Q1 2024. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

  • Jefferies Financial Group reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 19,073 Agilon Health shares in Q3 2025, an estimated $1.1M.
  • Jefferies Financial Group first reported a position in Agilon Health in Q4 2022 and held it in 10 quarters.
  • Jefferies Financial Group's Agilon Health position peaked at $1.54M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.