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
2025 Q2	–	Sell	-2,000	Closed	-$3.01K	–	209
2025 Q1	$3.01K	Hold	2,000	–	–	﹤0.01%	193
2024 Q4	$5.48K	Buy	+2,000	New	+$7.4K	﹤0.01%	195
2023 Q1	–	Sell	-2,446	Closed	-$115K	–	169
2022 Q4	$115K	Hold	2,446	–	–	0.08%	154
2022 Q3	$98K	Hold	2,446	–	–	0.09%	106
2022 Q2	$93K	Buy	2,446 +51	+2%	+$1.85K	0.09%	106
2022 Q1	$1.04M	Sell	2,395 -713	-23%	-$38.5K	0.83%	32
2021 Q4	$196K	Buy	+3,108	New	+$245K	0.16%	121

Other funds holding AGEN

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

R Squared Central, Hong Kong $190M AUM 25.89% 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. 25 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.
25 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.