PWPS
AGX icon

Pinnacle Wealth Planning Services’s Argan AGX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$170K Buy
213
+51
+31% +$33.9K 0.02% 595
2026
Q1 		$88.2K Buy
+162
New +$66.1K 0.01% 866

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Argan (AGX) stake by 31% in Q2 2026, buying an estimated $33.9K and bringing the position to 213 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #595.

Pinnacle Wealth Planning Services first reported a position in AGX in Q1 2026 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 213 shares of Argan worth $170K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 51 Argan shares in Q2 2026, an estimated $33.9K.
  • Argan made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #595 holding.
  • Pinnacle Wealth Planning Services first reported a position in Argan in Q1 2026 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

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