VFA
AGX icon

Valeo Financial Advisors’s Argan AGX Stock Holding History

Valeo Financial Advisors’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
Q2 		$1.07M Buy
1,337
+802
+150% +$534K 0.02% 298
2026
Q1 		$291K Buy
+535
New +$218K 0.01% 560
2021
Q2 		– Sell
-58
Closed -$3K – 548
2021
Q1 		$3K Buy
+58
New +$2.8K ﹤0.01% 1667

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Valeo Financial Advisors's AGX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Argan (AGX) stake by 150% in Q2 2026, buying an estimated $534K and bringing the position to 1,337 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #298.

Valeo Financial Advisors first reported a position in AGX in Q1 2021 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Valeo Financial Advisors held 1,337 shares of Argan worth $1.07M as of Q2 2026.
  • Valeo Financial Advisors bought 802 Argan shares in Q2 2026, an estimated $534K.
  • Argan made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #298 holding.
  • Valeo Financial Advisors first reported a position in Argan in Q1 2021 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.