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
Q2 		$10.3K Hold
3,373
– – ﹤0.01% 2052
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Agenus (AGEN) position steady in Q2 2026 at 3,373 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Pinnacle Wealth Planning Services first reported a position in AGEN in Q2 2021 and has held it in 4 quarters since. The position peaked at $80K in Q2 2021. 103 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,373 shares of Agenus worth $10.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Agenus share count unchanged in Q2 2026.
  • Agenus made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2052 holding.
  • Pinnacle Wealth Planning Services first reported a position in Agenus in Q2 2021 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Agenus position peaked at $80K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.