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Summit Securities Group’s Agilysys AGYS Stock Holding History

Summit Securities Group’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Buy
+228
New +$19.8K ﹤0.01% 558
2025
Q4 		– Sell
-162
Closed -$17.1K – 997
2025
Q3 		$17.1K Buy
+162
New +$17.9K ﹤0.01% 802

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Summit Securities Group's AGYS Position: Q1 2026 in Review

Summit Securities Group opened a new position in Agilysys (AGYS) in Q1 2026: 228 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AGYS as recently as Q3 2025.

Summit Securities Group first reported a position in AGYS in Q3 2025 and has held it in 2 quarters since. The position peaked at $17.1K in Q3 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Summit Securities Group held 228 shares of Agilysys worth $16.2K as of Q1 2026.
  • Agilysys was a new Summit Securities Group position in Q1 2026.
  • Agilysys made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #558 holding.
  • Summit Securities Group first reported a position in Agilysys in Q3 2025 and has held it in 2 quarters since.
  • Summit Securities Group's Agilysys position peaked at $17.1K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.