Personal CFO Solutions’s Agilysys AGYS Stock Holding History

Personal CFO Solutions’s Portfolio AGYS Stock Details AGYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$201K	Buy	+2,073	New	+$223K	0.03%	469

Other funds holding AGYS

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Personal CFO Solutions's AGYS Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in Agilysys (AGYS) in Q3 2026: 2,073 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #469 among its holdings.

114 funds tracked by Wall St. Rank hold AGYS as of Q3 2026.

Personal CFO Solutions held 2,073 shares of Agilysys worth $201K as of Q3 2026.
Agilysys was a new Personal CFO Solutions position in Q3 2026.
Agilysys made up 0.03% of Personal CFO Solutions's portfolio in Q3 2026, its #469 holding.
114 funds tracked by Wall St. Rank held Agilysys as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.