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AGEN

Root Financial Partners’s Agenus AGEN Stock Holding History

Root Financial Partners’s Portfolio AGEN Stock Details AGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84 Hold
25
– – ﹤0.01% 3308
2025
Q4 		$79 Hold
25
– – ﹤0.01% 2347
2025
Q3 		$96 Buy
+25
New +$125 ﹤0.01% 2245

Other funds holding AGEN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's AGEN Position: Q1 2026 in Review

Root Financial Partners held its Agenus (AGEN) position steady in Q1 2026 at 25 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Root Financial Partners first reported a position in AGEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $96 in Q3 2025. 88 funds tracked by Wall St. Rank hold AGEN as of Q1 2026.

  • Root Financial Partners held 25 shares of Agenus worth $84 as of Q1 2026.
  • Root Financial Partners left its Agenus share count unchanged in Q1 2026.
  • Agenus made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3308 holding.
  • Root Financial Partners first reported a position in Agenus in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Agenus position peaked at $96 in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Agenus as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.