Modera Wealth Management
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Modera Wealth Management’s Alamos Gold AGI Stock Holding History

Modera Wealth Management’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Sell
6,581
-17
-0.3% -$560 ﹤0.01% 647
2026
Q2 		$200K Buy
6,598
+98
+2% +$3.97K ﹤0.01% 633
2026
Q1 		$289K Sell
6,500
-28
-0.4% -$1.23K ﹤0.01% 542
2025
Q4 		$252K Buy
6,528
+23
+0.4% +$801 ﹤0.01% 580
2025
Q3 		$227K Buy
+6,505
New +$186K ﹤0.01% 606

Other funds holding AGI

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Modera Wealth Management's AGI Position: Q3 2026 in Review

Modera Wealth Management reduced its Alamos Gold (AGI) stake by 0.26% in Q3 2026, selling an estimated $560 and leaving 6,581 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Modera Wealth Management first reported a position in AGI in Q3 2025 and has held it in 5 quarters since. The position peaked at $289K in Q1 2026. 203 funds tracked by Wall St. Rank hold AGI as of Q3 2026.

  • Modera Wealth Management held 6,581 shares of Alamos Gold worth $213K as of Q3 2026.
  • Modera Wealth Management sold 17 Alamos Gold shares in Q3 2026, an estimated $560.
  • Alamos Gold made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #647 holding.
  • Modera Wealth Management first reported a position in Alamos Gold in Q3 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's Alamos Gold position peaked at $289K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held Alamos Gold as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.