Filing Research | AGEN - AGENUS INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Key Client Fiduciary Advisors, LLC	Shares	24.1KSH	$73.8K
2	Diversified Trust Co	Shares	15.6KSH	$47.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	15.3KSH	$46.9K
4	Post Resch Tallon Group Inc.	Shares	12.8KSH	$39.0K
5	Abel Hall, LLC	Shares	11.8KSH	$36.0K
6	CoreCap Advisors, LLC	Shares	2.0KSH	$6.1K
7	Physician Wealth Advisors, Inc.	Shares	621SH	$1.9K
8	Bogart Wealth, LLC	Shares	171SH	$523
9	LifeSteps Financial, Inc.	Shares	100SH	$306
10	SBI Securities Co., Ltd.	Shares	12SH	$37

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Diversified Trust Co new	Shares	+15.6K	+$47.7K	$47.7K
2	Police & Firemen's Retirement System of New Jersey new	Shares	+15.3K	+$46.9K	$46.9K
3	Abel Hall, LLC new	Shares	+11.8K	+$36.0K	$36.0K
4	Bogart Wealth, LLC new	Shares	+171	+$523	$523
5	LifeSteps Financial, Inc. new	Shares	+100	+$306	$306
6	SBI Securities Co., Ltd. unchanged	Shares	0	-$3	$37
7	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$174	$1.9K
8	CoreCap Advisors, LLC unchanged	Shares	0	-$560	$6.1K
9	EverSource Wealth Advisors, LLC exited	Shares	-274	-$915	$0
10	Post Resch Tallon Group Inc. unchanged	Shares	0	-$4.7K	$39.0K
11	Key Client Fiduciary Advisors, LLC trimmed	Shares	-1.1K	-$10.6K	$73.8K

Filing Research | AGEN - AGENUS INC Institutional Holdings