Question 1

Does EP Wealth Advisors own AGEN stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 10,000 shares of AGEN (Agenus), worth $30,600.

Question 2

How many shares of AGEN does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 10,000 shares of AGEN (Agenus).

Question 3

What is EP Wealth Advisors' AGEN position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' AGEN position is worth $30,600.

Question 4

When did EP Wealth Advisors first buy AGEN?

Accepted Answer

EP Wealth Advisors first reported AGEN in its Q3 2024 13F and has listed it in 6 quarterly 13F filings.

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%	$3.34	0
2025-Q4	Unchanged	10,000	0.0%	$31,400	0.0%	$3.14	0
2025-Q2	Decreased	10,000	-0.8%	$45,700	0.0%	$4.57	0
2025-Q1	New	10,077	—	$15,166	0.0%	$1.51	25
2024-Q4	Exited	0	-100.0%	$0	0.0%	$2.74	0
2024-Q3	New	10,000	—	$54,800	0.0%	$5.48	29