KCFA
AGEN

Key Client Fiduciary Advisors’s Agenus AGEN Stock Holding History

Key Client Fiduciary Advisors’s Portfolio AGEN Stock Details AGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.8K Sell
24,125
-1,141
-5% -$4.09K 0.02% 221
2026
Q1 		$84.4K Sell
25,266
-2,082
-8% -$6.91K 0.03% 207
2025
Q4 		$85.9K Sell
27,348
-11,885
-30% -$47.3K 0.03% 209
2025
Q3 		$151K Sell
39,233
-301
-0.8% -$1.51K 0.05% 214
2025
Q2 		$181K Sell
39,534
-22,269
-36% -$77.1K 0.07% 200
2025
Q1 		$93K Sell
61,803
-6,278
-9% -$18.1K 0.04% 187
2024
Q4 		$187K Buy
68,081
+665
+1% +$2.46K 0.08% 185
2024
Q3 		$369K Sell
67,416
-2,338
-3% -$17.5K 0.17% 128
2024
Q2 		$1.17M Buy
69,754
+26,806
+62% +$324K 0.58% 39
2024
Q1 		$498K Buy
42,948
+11,825
+38% +$157K 0.26% 90
2023
Q4 		$515K Buy
31,123
+4,361
+16% +$72.3K 0.3% 81
2023
Q3 		$605K Sell
26,762
-317
-1% -$8.99K 0.37% 64
2023
Q2 		$867K Sell
27,079
-6
-0% -$192 0.5% 45
2023
Q1 		$808K Buy
27,085
+2,102
+8% +$88.8K 0.5% 46
2022
Q4 		$1.18M Sell
24,983
-822
-3% -$41.8K 0.79% 34
2022
Q3 		$1.04M Buy
25,805
+204
+0.8% +$10.4K 0.94% 26
2022
Q2 		$975K Buy
25,601
+3,963
+18% +$144K 0.95% 26
2022
Q1 		$1.04M Buy
21,638
+4,199
+24% +$227K 0.83% 33
2021
Q4 		$1.1M Buy
+17,439
New +$1.38M 0.91% 32

Other funds holding AGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Key Client Fiduciary Advisors's AGEN Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Agenus (AGEN) stake by 4.5% in Q2 2026, selling an estimated $4.09K and leaving 24,125 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #221.

Key Client Fiduciary Advisors first reported a position in AGEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2022. 103 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

  • Key Client Fiduciary Advisors held 24,125 shares of Agenus worth $73.8K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 1,141 Agenus shares in Q2 2026, an estimated $4.09K.
  • Agenus made up 0.02% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #221 holding.
  • Key Client Fiduciary Advisors first reported a position in Agenus in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Agenus position peaked at $1.18M in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.