SVB Wealth’s Agilon Health AGL Stock Holding History

SVB Wealth’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25	Closed	-$2.72K	–	462
2025 Q1	$2.72K	Buy	+25	New	+$2.18K	﹤0.01%	1162

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

SVB Wealth's AGL Position: Q2 2025 in Review

SVB Wealth sold out of Agilon Health (AGL) in Q2 2025, closing a stake of 25 shares — an estimated $2.72K sold.

SVB Wealth first reported a position in AGL in Q1 2025 and held it in 1 quarter. The position peaked at $2.72K in Q1 2025. 205 funds tracked by Wall St. Rank hold AGL as of Q2 2025.

SVB Wealth reported no remaining Agilon Health position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 25 Agilon Health shares in Q2 2025, an estimated $2.72K.
SVB Wealth first reported a position in Agilon Health in Q1 2025 and held it in 1 quarter.
SVB Wealth's Agilon Health position peaked at $2.72K in Q1 2025.
205 funds tracked by Wall St. Rank held Agilon Health as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.