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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
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

Other funds holding AGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Root Financial Partners increased its Argan (AGX) stake by 15% in Q1 2026, buying an estimated $1.63K and bringing the position to 31 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Root Financial Partners first reported a position in AGX in Q3 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold AGX as of Q1 2026.

  • Root Financial Partners held 31 shares of Argan worth $16.9K as of Q1 2026.
  • Root Financial Partners bought 4 Argan shares in Q1 2026, an estimated $1.63K.
  • Argan made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1419 holding.
  • Root Financial Partners first reported a position in Argan in Q3 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held Argan as of Q1 2026.

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