Question 1

How many shares of AGEN does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 10,000 shares of AGEN (AGENUS INC).

Question 2

What is EP Wealth Advisors, LLC's AGEN position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's AGEN position is worth $30,600.

Question 3

When did EP Wealth Advisors, LLC first buy AGEN?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in AGEN in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	10,000	0.0%	$30,600	0.0%	$3.06	0
2026-Q1	Unchanged	10,000	0.0%	$33,400	0.0%	$3.18	0
2025-Q4	Unchanged	10,000	0.0%	$31,400	0.0%	$3.12	0
2025-Q2	Decreased	10,000	-0.8%	$45,700	0.0%	$4.76	0
2025-Q1	New	10,077	—	$15,166	0.0%	$1.60	25
2024-Q4	Exited	0	-100.0%	$0	0.0%	$2.69	0
2024-Q3	New	10,000	—	$54,800	0.0%	$5.31	29