PCM
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Polymer Capital Management’s Argan AGX Stock Holding History

Polymer Capital Management’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 		$627K Sell
785
-287
-27% -$191K 0.08% 282
2026
Q1 		$584K Sell
1,072
-2,432
-69% -$992K 0.06% 354
2025
Q4 		$1.1M Buy
3,504
+2,321
+196% +$737K 0.12% 238
2025
Q3 		$319K Sell
1,183
-1,312
-53% -$301K 0.03% 598
2025
Q2 		$550K Sell
2,495
-259
-9% -$46.7K 0.07% 248
2025
Q1 		$361K Buy
2,754
+1,099
+66% +$153K 0.09% 312
2024
Q4 		$227K Buy
+1,655
New +$227K 0.06% 260

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

Polymer Capital Management's AGX Position: Q2 2026 in Review

Polymer Capital Management reduced its Argan (AGX) stake by 27% in Q2 2026, selling an estimated $191K and leaving 785 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #282.

Polymer Capital Management first reported a position in AGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 563 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Polymer Capital Management held 785 shares of Argan worth $627K as of Q2 2026.
  • Polymer Capital Management sold 287 Argan shares in Q2 2026, an estimated $191K.
  • Argan made up 0.08% of Polymer Capital Management's portfolio in Q2 2026, its #282 holding.
  • Polymer Capital Management first reported a position in Argan in Q4 2024 and has held it in 7 quarters since.
  • Polymer Capital Management's Argan position peaked at $1.1M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.