Parkside Financial Bank & Trust’s Agilon Health AGL Stock Holding History

Parkside Financial Bank & Trust’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
2025 Q3	–	Sell	-12	Closed	-$667	–	2711
2025 Q2	$667	Hold	12	–	–	﹤0.01%	2404
2025 Q1	$1.26K	Buy	+12	New	+$1.04K	﹤0.01%	2033
2024 Q4	–	Sell	-8	Closed	-$779	–	2141
2024 Q3	$779	Hold	8	–	–	﹤0.01%	1746
2024 Q2	$1.29K	Hold	8	–	–	﹤0.01%	1618
2024 Q1	$1.21K	Buy	8 +7	+700%	+$1.17K	﹤0.01%	1586
2023 Q4	$377	Hold	1	–	–	﹤0.01%	1806
2023 Q3	$533	Hold	1	–	–	﹤0.01%	1910
2023 Q2	$521	Buy	+1	New	+$562	﹤0.01%	1889
2022 Q1	–	Sell	-9	Closed	-$6K	–	1818
2021 Q4	$6K	Buy	+9	New	+$5.48K	﹤0.01%	1206

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parkside Financial Bank & Trust's AGL Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of Agilon Health (AGL) in Q3 2025, closing a stake of 12 shares — an estimated $667 sold.

Parkside Financial Bank & Trust first reported a position in AGL in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 190 funds tracked by Wall St. Rank hold AGL as of Q3 2025.

Parkside Financial Bank & Trust reported no remaining Agilon Health position as of Q3 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 12 Agilon Health shares in Q3 2025, an estimated $667.
Parkside Financial Bank & Trust first reported a position in Agilon Health in Q4 2021 and held it in 9 quarters.
Parkside Financial Bank & Trust's Agilon Health position peaked at $6K in Q4 2021.
190 funds tracked by Wall St. Rank held Agilon Health as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.