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Plancorp LLC’s Alamos Gold AGI Stock Holding History

Plancorp LLC’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Sell
77,816
-2,684
-3% -$109K 0.05% 128
2026
Q1 		$3.9M Hold
80,500
– – 0.11% 71
2025
Q4 		$3.11M Hold
80,500
– – 0.09% 81
2025
Q3 		$2.81M Hold
80,500
– – 0.09% 90
2025
Q2 		$2.14M Buy
80,500
+18,732
+30% +$501K 0.07% 110
2025
Q1 		$1.65M Hold
61,768
– – 0.07% 111
2024
Q4 		$1.14M Hold
61,768
– – 0.05% 118
2024
Q3 		$1.23M Hold
61,768
– – 0.05% 114
2024
Q2 		$969K Sell
61,768
-61,700
-50% -$966K 0.04% 122
2024
Q1 		$1.82M Hold
123,468
– – 0.08% 89
2023
Q4 		$1.66M Buy
+123,468
New +$1.62M 0.08% 88

Other funds holding AGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Plancorp LLC's AGI Position: Q2 2026 in Review

Plancorp LLC reduced its Alamos Gold (AGI) stake by 3.3% in Q2 2026, selling an estimated $109K and leaving 77,816 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #128.

Plancorp LLC first reported a position in AGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q1 2026. 58 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

  • Plancorp LLC held 77,816 shares of Alamos Gold worth $2.25M as of Q2 2026.
  • Plancorp LLC sold 2,684 Alamos Gold shares in Q2 2026, an estimated $109K.
  • Alamos Gold made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #128 holding.
  • Plancorp LLC first reported a position in Alamos Gold in Q4 2023 and has held it in 11 quarters since.
  • Plancorp LLC's Alamos Gold position peaked at $3.9M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.