Position in AGCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$523,807
+$209,452 QoQ
Shares Held
4,376
+61.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 516 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AGCO Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,104,140 across 5 Farm & Heavy Construction Machinery names. AGCO ranks #4 (1.2% of the industry book) .
All Filings in AGCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,807 | 4,376 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $314,355 | 2,713 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,724 | 2,413 | Shares | Sole | 2026-02-18 | |
| 2023-06-30 | $225,516 | 1,716 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $232,003 | 1,716 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $251,028 | 1,810 | Shares | Sole | 2023-06-12 | |
| 2022-03-31 | $266,650 | 1,826 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||