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Agenus shares owned by UMA Financial Services

Quarter-by-quarter ownership of Agenus (AGEN) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Agenus

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All positions including Agenus held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agenus by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4k 621 3.85
2025-06-30 $2.8k 621 4.57
2025-03-31 $934 621 1.51

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Agenus

Vanguard Group
Siren
Morgan Stanley
BlackRock
Millennium Management
Geode Capital Management
Walleye Trading Advisors
Susquehanna International
Acadian Asset Management
Susquehanna Portfolio Strategies
State Street Corporation
Citadel Advisors
Raymond James Financial
Jump Financial
PanAgora Asset Management

View all funds holding Agenus