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Wealth Alliance’s Agilysys AGYS Stock Holding History

Wealth Alliance’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 		$222K Buy
+2,120
New +$164K 0.02% 530
2026
Q1 		– Sell
-1,870
Closed -$222K – 551
2025
Q4 		$222K Buy
+1,870
New +$225K 0.02% 512
2025
Q3 		– Sell
-1,902
Closed -$218K – 555
2025
Q2 		$218K Buy
+1,902
New +$172K 0.02% 502

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

Wealth Alliance's AGYS Position: Q2 2026 in Review

Wealth Alliance opened a new position in Agilysys (AGYS) in Q2 2026: 2,120 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #530 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in AGYS as recently as Q4 2025.

Wealth Alliance first reported a position in AGYS in Q2 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Wealth Alliance held 2,120 shares of Agilysys worth $222K as of Q2 2026.
  • Agilysys was a new Wealth Alliance position in Q2 2026.
  • Agilysys made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #530 holding.
  • Wealth Alliance first reported a position in Agilysys in Q2 2025 and has held it in 3 quarters since.
  • Wealth Alliance's Agilysys position peaked at $222K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.