AGM GROUP HOLDINGS, INC.AGMH— Latest position per institution from SEC 13F filings
15
Institutional holders
25.66K
Total shares held
115.83K
Estimated value
2.85K
Avg. position size
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
15.98K
Value
37.24K
Filed
Jun 30, 2025
MORGAN STANLEY
CIK 895421
Shares
5.40K
Value
44.93K
Filed
Sep 30, 2025
CITIGROUP INC
CIK 831001
Shares
3.98K
Value
33.08K
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
195.00
Value
384.00
Filed
Dec 31, 2025
JONES FINANCIAL COMPANIES LLLP
CIK 815917
Shares
100.00
Value
197.00
Filed
Dec 31, 2025
CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD
CIK 1963355
Shares
4.00
Value
4.00
Filed
Mar 31, 2026
ARAX ADVISORY PARTNERS
CIK 1586767
Shares
2.00
Value
2.00
Filed
Mar 31, 2026
SBI SECURITIES CO., LTD.
CIK 1851815
Shares
2.00
Value
2.00
Filed
Mar 31, 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 752798
Shares
0.00
Value
0.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 70858 | 15.98K | 37.24K | Jun 30, 2025 |
| 2 | MORGAN STANLEY | 895421 | 5.40K | 44.93K | Sep 30, 2025 |
| 3 | CITIGROUP INC | 831001 | 3.98K | 33.08K | Sep 30, 2025 |
| 4 | UBS GROUP AG | 1610520 | 195.00 | 384.00 | Dec 31, 2025 |
| 5 | JONES FINANCIAL COMPANIES LLLP | 815917 | 100.00 | 197.00 | Dec 31, 2025 |
| 6 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 1963355 | 4.00 | 4.00 | Mar 31, 2026 |
| 7 | ARAX ADVISORY PARTNERS | 1586767 | 2.00 | 2.00 | Mar 31, 2026 |
| 8 | SBI SECURITIES CO., LTD. | 1851815 | 2.00 | 2.00 | Mar 31, 2026 |
| 9 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | 0.00 | 0.00 | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.