Rise Advisors’s Argan AGX Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-6	Closed	-$1.62K	–	135
2025 Q3	$1.62K	Buy	6 +2	+50%	+$458	﹤0.01%	1216
2025 Q2	$882	Sell	4 -4	-50%	-$721	﹤0.01%	1304
2025 Q1	$1.05K	Buy	+8	New	+$1.12K	﹤0.01%	1244

Other funds holding AGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's AGX Position: Q4 2025 in Review

Rise Advisors sold out of Argan (AGX) in Q4 2025, closing a stake of 6 shares — an estimated $1.62K sold.

Rise Advisors first reported a position in AGX in Q1 2025 and held it in 3 quarters. The position peaked at $1.62K in Q3 2025. 434 funds tracked by Wall St. Rank hold AGX as of Q4 2025.

Rise Advisors reported no remaining Argan position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 6 Argan shares in Q4 2025, an estimated $1.62K.
Rise Advisors first reported a position in Argan in Q1 2025 and held it in 3 quarters.
Rise Advisors's Argan position peaked at $1.62K in Q3 2025.
434 funds tracked by Wall St. Rank held Argan as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.