Jones Financial Companies
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Jones Financial Companies’s Agilon Health AGL Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-6
Closed -$266 – 3699
2024
Q4 		$266 Buy
+6
New +$363 ﹤0.01% 3292

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jones Financial Companies's AGL Position: Q1 2025 in Review

Jones Financial Companies sold out of Agilon Health (AGL) in Q1 2025, closing a stake of 6 shares — an estimated $266 sold.

Jones Financial Companies first reported a position in AGL in Q4 2024 and held it in 1 quarter. The position peaked at $266 in Q4 2024. 197 funds tracked by Wall St. Rank hold AGL as of Q1 2025.

  • Jones Financial Companies reported no remaining Agilon Health position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 6 Agilon Health shares in Q1 2025, an estimated $266.
  • Jones Financial Companies first reported a position in Agilon Health in Q4 2024 and held it in 1 quarter.
  • Jones Financial Companies's Agilon Health position peaked at $266 in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Agilon Health as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.