Sapient Capital’s Argan AGX Stock Holding History

Sapient Capital’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	$8.52M	Sell	22,544 -3,822	-14%	-$1.97M	0.11%	90
2026 Q2	$21.1M	Sell	26,366 -14,637	-36%	-$9.74M	0.28%	50
2026 Q1	$22.3M	Sell	41,003 -10,260	-20%	-$4.18M	0.34%	42
2025 Q4	$16.2M	Sell	51,263 -1,057	-2%	-$335K	0.23%	70
2025 Q3	$14.2M	Buy	52,320 +3,160	+6%	+$724K	0.22%	71
2025 Q2	$10.8M	Sell	49,160 -2,280	-4%	-$411K	0.19%	79
2025 Q1	$6.75M	Buy	51,440 +47	+0.1%	+$6.56K	0.13%	95
2024 Q4	$7.04M	Buy	51,393 +4,235	+9%	+$582K	0.13%	91
2024 Q3	$4.78M	Buy	+47,158	New	+$3.73M	0.1%	96

Other funds holding AGX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital's AGX Position: Q3 2026 in Review

Sapient Capital reduced its Argan (AGX) stake by 14% in Q3 2026, selling an estimated $1.97M and leaving 22,544 shares worth $8.52M. The position accounts for 0.11% of the portfolio, ranked #90.

Sapient Capital first reported a position in AGX in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.3M in Q1 2026. 25 funds tracked by Wall St. Rank hold AGX as of Q3 2026.

Sapient Capital held 22,544 shares of Argan worth $8.52M as of Q3 2026.
Sapient Capital sold 3,822 Argan shares in Q3 2026, an estimated $1.97M.
Argan made up 0.11% of Sapient Capital's portfolio in Q3 2026, its #90 holding.
Sapient Capital first reported a position in Argan in Q3 2024 and has held it in 9 quarters since.
Sapient Capital's Argan position peaked at $22.3M in Q1 2026.
25 funds tracked by Wall St. Rank held Argan as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.