PWPS
AGEN

Pinnacle Wealth Planning Services’s Agenus AGEN Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$11.3K Hold
3,373
– – ﹤0.01% 1953
2025
Q4 		$10.6K Buy
+3,373
New +$13.4K ﹤0.01% 1990
2021
Q3 		– Sell
-746
Closed -$80K – 381
2021
Q2 		$80K Buy
+746
New +$55.9K 0.02% 348

Other funds holding AGEN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Agenus (AGEN) position steady in Q1 2026 at 3,373 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Pinnacle Wealth Planning Services first reported a position in AGEN in Q2 2021 and has held it in 3 quarters since. The position peaked at $80K in Q2 2021. 88 funds tracked by Wall St. Rank hold AGEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,373 shares of Agenus worth $11.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Agenus share count unchanged in Q1 2026.
  • Agenus made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1953 holding.
  • Pinnacle Wealth Planning Services first reported a position in Agenus in Q2 2021 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Agenus position peaked at $80K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Agenus as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.