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Mark Sheptoff Financial Planning’s Argan AGX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9K Hold
50
– – 0.02% 204
2026
Q1 		$36K Hold
50
– – 0.02% 208
2025
Q4 		$15.7K Sell
50
-150
-75% -$47.6K 0.01% 298
2025
Q3 		$54K Hold
200
– – 0.03% 186
2025
Q2 		$44.1K Buy
+200
New +$36K 0.02% 193

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's AGX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Argan (AGX) position steady in Q2 2026 at 50 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #204.

Mark Sheptoff Financial Planning first reported a position in AGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $54K in Q3 2025. 564 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 50 shares of Argan worth $39.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Argan share count unchanged in Q2 2026.
  • Argan made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #204 holding.
  • Mark Sheptoff Financial Planning first reported a position in Argan in Q2 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Argan position peaked at $54K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.