Raymond James Financial’s Agilon Health AGL Stock Holding History

Raymond James Financial’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,440	Closed	-$24.8K	–	5282
2025 Q4	$24.8K	Buy	+1,440	New	+$27.9K	﹤0.01%	5072
2025 Q3	–	Sell	-240	Closed	-$13.8K	–	4987
2025 Q2	$13.8K	Sell	240 -448	-65%	-$35.9K	﹤0.01%	5759
2025 Q1	$74.4K	Sell	688 -9	-1%	-$783	﹤0.01%	4596
2024 Q4	$33.1K	Buy	+697	New	+$42.1K	﹤0.01%	4666

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Raymond James Financial's AGL Position: Q1 2026 in Review

Raymond James Financial sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 1,440 shares — an estimated $24.8K sold.

Raymond James Financial first reported a position in AGL in Q4 2024 and held it in 4 quarters. The position peaked at $74.4K in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Raymond James Financial reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 1,440 Agilon Health shares in Q1 2026, an estimated $24.8K.
Raymond James Financial first reported a position in Agilon Health in Q4 2024 and held it in 4 quarters.
Raymond James Financial's Agilon Health position peaked at $74.4K in Q1 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.