Root Financial Partners
AGX icon

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
Q3 		$11.7K Buy
+31
New +$15.9K ﹤0.01% 1838
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 $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

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

Root Financial Partners opened a new position in Argan (AGX) in Q3 2026: 31 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1838 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AGX as recently as Q1 2026.

Root Financial Partners first reported a position in AGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.9K in Q1 2026. 331 funds tracked by Wall St. Rank hold AGX as of Q3 2026.

  • Root Financial Partners held 31 shares of Argan worth $11.7K as of Q3 2026.
  • Argan was a new Root Financial Partners position in Q3 2026.
  • Argan made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1838 holding.
  • Root Financial Partners first reported a position in Argan in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Argan position peaked at $16.9K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Argan as of Q3 2026.

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