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Merit Financial Group’s Agilon Health AGL Stock Holding History

Merit Financial Group’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432K Buy
+4,031
New +$264K ﹤0.01% 1582
2026
Q1 		– Sell
-2,038
Closed -$35.1K – 2118
2025
Q4 		$35.1K Buy
+2,038
New +$39.5K ﹤0.01% 1939

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's AGL Position: Q2 2026 in Review

Merit Financial Group opened a new position in Agilon Health (AGL) in Q2 2026: 4,031 shares worth $432K. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in AGL as recently as Q4 2025.

Merit Financial Group first reported a position in AGL in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Merit Financial Group held 4,031 shares of Agilon Health worth $432K as of Q2 2026.
  • Agilon Health was a new Merit Financial Group position in Q2 2026.
  • Agilon Health made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1582 holding.
  • Merit Financial Group first reported a position in Agilon Health in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

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