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Larson Financial Group’s Agilysys AGYS Stock Holding History

Larson Financial Group’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
Q2 		$30.4K Buy
291
+165
+131% +$12.8K ﹤0.01% 1769
2026
Q1 		$8.96K Buy
126
+121
+2,420% +$10.5K ﹤0.01% 2309
2025
Q4 		$594 Buy
+5
New +$602 ﹤0.01% 3087
2025
Q3 		– Sell
-2
Closed -$229 – 3431
2025
Q2 		$229 Sell
2
-1
-33% -$90 ﹤0.01% 3037
2025
Q1 		$218 Sell
3
-80
-96% -$7.31K ﹤0.01% 2777
2024
Q4 		$10.9K Sell
83
-220
-73% -$26.9K ﹤0.01% 1453
2024
Q3 		$33K Hold
303
– – ﹤0.01% 1037
2024
Q2 		$31.6K Buy
+303
New +$27.2K ﹤0.01% 924

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Larson Financial Group's AGYS Position: Q2 2026 in Review

Larson Financial Group increased its Agilysys (AGYS) stake by 131% in Q2 2026, buying an estimated $12.8K and bringing the position to 291 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Larson Financial Group first reported a position in AGYS in Q2 2024 and has held it in 8 quarters since. The position peaked at $33K in Q3 2024. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Larson Financial Group held 291 shares of Agilysys worth $30.4K as of Q2 2026.
  • Larson Financial Group bought 165 Agilysys shares in Q2 2026, an estimated $12.8K.
  • Agilysys made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1769 holding.
  • Larson Financial Group first reported a position in Agilysys in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Agilysys position peaked at $33K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.