JWM
AGYS icon

JPL Wealth Management’s Agilysys AGYS Stock Holding History

JPL 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
Q1 		$356 Buy
+5
New +$434 ﹤0.01% 1349
2025
Q4 		– Sell
-5
Closed -$527 – 142
2025
Q3 		$527 Buy
+5
New +$553 ﹤0.01% 1074

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JPL Wealth Management's AGYS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Agilysys (AGYS) in Q1 2026: 5 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AGYS as recently as Q3 2025.

JPL Wealth Management first reported a position in AGYS in Q3 2025 and has held it in 2 quarters since. The position peaked at $527 in Q3 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • JPL Wealth Management held 5 shares of Agilysys worth $356 as of Q1 2026.
  • Agilysys was a new JPL Wealth Management position in Q1 2026.
  • Agilysys made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1349 holding.
  • JPL Wealth Management first reported a position in Agilysys in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Agilysys position peaked at $527 in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.