LF
AGEN

LifeSteps Financial’s Agenus AGEN Stock Holding History

LifeSteps Financial’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 		$306 Buy
+100
New +$358 ﹤0.01% 771
2024
Q2 		– Sell
-100
Closed -$1.16K – 92
2024
Q1 		$1.16K Buy
+100
New +$1.33K ﹤0.01% 406

Other funds holding AGEN

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LifeSteps Financial's AGEN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Agenus (AGEN) in Q2 2026: 100 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in AGEN as recently as Q1 2024.

LifeSteps Financial first reported a position in AGEN in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.16K in Q1 2024. 5 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

  • LifeSteps Financial held 100 shares of Agenus worth $306 as of Q2 2026.
  • Agenus was a new LifeSteps Financial position in Q2 2026.
  • Agenus made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #771 holding.
  • LifeSteps Financial first reported a position in Agenus in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Agenus position peaked at $1.16K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.