SSG
AGYS icon

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
Q2 		– Sell
-228
Closed -$16.2K – 1142
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 $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Summit Securities Group's AGYS Position: Q2 2026 in Review

Summit Securities Group sold out of Agilysys (AGYS) in Q2 2026, closing a stake of 228 shares — an estimated $16.2K sold.

Summit Securities Group first reported a position in AGYS in Q3 2025 and held it in 2 quarters. The position peaked at $17.1K in Q3 2025. 291 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Summit Securities Group reported no remaining Agilysys position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 228 Agilysys shares in Q2 2026, an estimated $16.2K.
  • Summit Securities Group first reported a position in Agilysys in Q3 2025 and held it in 2 quarters.
  • Summit Securities Group's Agilysys position peaked at $17.1K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.