Waldron Private Wealth’s Argan AGX Stock Holding History

Waldron Private Wealth’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 Q3	$269K	Buy	+712	New	+$366K	0.01%	299

Other funds holding AGX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Waldron Private Wealth's AGX Position: Q3 2026 in Review

Waldron Private Wealth opened a new position in Argan (AGX) in Q3 2026: 712 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

278 funds tracked by Wall St. Rank hold AGX as of Q3 2026.

Waldron Private Wealth held 712 shares of Argan worth $269K as of Q3 2026.
Argan was a new Waldron Private Wealth position in Q3 2026.
Argan made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #299 holding.
278 funds tracked by Wall St. Rank held Argan as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.