Physician Wealth Advisors’s Agenus AGEN Stock Holding History

Physician Wealth Advisors’s Portfolio AGEN Stock Details AGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9K	Hold	621	–	–	﹤0.01%	1531
2026 Q1	$2.08K	Hold	621	–	–	﹤0.01%	1338
2025 Q4	$1.95K	Hold	621	–	–	﹤0.01%	1300
2025 Q3	$2.39K	Hold	621	–	–	﹤0.01%	1143
2025 Q2	$2.84K	Hold	621	–	–	﹤0.01%	932
2025 Q1	$935	Buy	+621	New	+$1.79K	﹤0.01%	1124

Other funds holding AGEN

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Physician Wealth Advisors's AGEN Position: Q2 2026 in Review

Physician Wealth Advisors held its Agenus (AGEN) position steady in Q2 2026 at 621 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Physician Wealth Advisors first reported a position in AGEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84K in Q2 2025. 19 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

Physician Wealth Advisors held 621 shares of Agenus worth $1.9K as of Q2 2026.
Physician Wealth Advisors left its Agenus share count unchanged in Q2 2026.
Agenus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1531 holding.
Physician Wealth Advisors first reported a position in Agenus in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Agenus position peaked at $2.84K in Q2 2025.
19 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.