Root Financial Partners
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Root Financial Partners’s Agilon Health AGL Stock Holding History

Root Financial Partners’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
Q3 		$57.2K Buy
+719
New +$70K ﹤0.01% 1015
2026
Q2 		– Sell
-712
Closed -$5.63K – 477
2026
Q1 		$5.63K Hold
712
– – ﹤0.01% 1909
2025
Q4 		$12.3K Sell
712
-27
-4% -$524 ﹤0.01% 1413
2025
Q3 		$19K Hold
739
– – ﹤0.01% 1145
2025
Q2 		$42.5K Sell
739
-1,449
-66% -$116K ﹤0.01% 249
2025
Q1 		$237K Hold
2,188
– – 0.03% 186
2024
Q4 		$104K Hold
2,188
– – 0.01% 209
2024
Q3 		$215K Buy
+2,188
New +$283K 0.03% 146

Other funds holding AGL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's AGL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Agilon Health (AGL) in Q3 2026: 719 shares worth $57.2K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AGL as recently as Q1 2026.

Root Financial Partners first reported a position in AGL in Q3 2024 and has held it in 8 quarters since. The position peaked at $237K in Q1 2025. 81 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

  • Root Financial Partners held 719 shares of Agilon Health worth $57.2K as of Q3 2026.
  • Agilon Health was a new Root Financial Partners position in Q3 2026.
  • Agilon Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1015 holding.
  • Root Financial Partners first reported a position in Agilon Health in Q3 2024 and has held it in 8 quarters since.
  • Root Financial Partners's Agilon Health position peaked at $237K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.