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Root Financial Partners’s Argan AGX Stock Holding History

Root Financial Partners’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 		– Sell
-31
Closed -$16.9K – 481
2026
Q1 		$16.9K Buy
31
+4
+15% +$1.63K ﹤0.01% 1419
2025
Q4 		$8.46K Buy
27
+16
+145% +$5.08K ﹤0.01% 1573
2025
Q3 		$2.97K Buy
+11
New +$2.52K ﹤0.01% 1890

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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

Root Financial Partners's AGX Position: Q2 2026 in Review

Root Financial Partners sold out of Argan (AGX) in Q2 2026, closing a stake of 31 shares — an estimated $16.9K sold.

Root Financial Partners first reported a position in AGX in Q3 2025 and held it in 3 quarters. The position peaked at $16.9K in Q1 2026. 564 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Root Financial Partners reported no remaining Argan position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 Argan shares in Q2 2026, an estimated $16.9K.
  • Root Financial Partners first reported a position in Argan in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Argan position peaked at $16.9K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.