Severin Investments’s Argan AGX Stock Holding History

Severin Investments’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
2025 Q2	–	Sell	-2,384	Closed	-$313K	–	172
2025 Q1	$313K	Sell	2,384 -103	-4%	-$14.4K	0.31%	142
2024 Q4	$341K	Buy	+2,487	New	+$342K	0.34%	131

Other funds holding AGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Severin Investments's AGX Position: Q2 2025 in Review

Severin Investments sold out of Argan (AGX) in Q2 2025, closing a stake of 2,384 shares — an estimated $313K sold.

Severin Investments first reported a position in AGX in Q4 2024 and held it in 2 quarters. The position peaked at $341K in Q4 2024. 355 funds tracked by Wall St. Rank hold AGX as of Q2 2025.

Severin Investments reported no remaining Argan position as of Q2 2025 after selling out during the quarter.
Severin Investments sold 2,384 Argan shares in Q2 2025, an estimated $313K.
Severin Investments first reported a position in Argan in Q4 2024 and held it in 2 quarters.
Severin Investments's Argan position peaked at $341K in Q4 2024.
355 funds tracked by Wall St. Rank held Argan as of Q2 2025.

Based on Severin Investments's 13F filing for Q2 2025, filed 3 Dec 2025.