AE Wealth Management
AGNT icon

AE Wealth Management’s AGNT Inc AGNT Stock Holding History

AE Wealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.3K Buy
+15,025
New +$82.8K ﹤0.01% 1966
2021
Q2 		– Sell
-8,808
Closed -$401K – 1615
2021
Q1 		$401K Buy
+8,808
New +$469K ﹤0.01% 1124

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AE Wealth Management's AGNT Position: Q2 2026 in Review

AE Wealth Management opened a new position in AGNT Inc (AGNT) in Q2 2026: 15,025 shares worth $81.3K. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in AGNT as recently as Q1 2021.

AE Wealth Management first reported a position in AGNT in Q1 2021 and has held it in 2 quarters since. The position peaked at $401K in Q1 2021. 241 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

  • AE Wealth Management held 15,025 shares of AGNT Inc worth $81.3K as of Q2 2026.
  • AGNT Inc was a new AE Wealth Management position in Q2 2026.
  • AGNT Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1966 holding.
  • AE Wealth Management first reported a position in AGNT Inc in Q1 2021 and has held it in 2 quarters since.
  • AE Wealth Management's AGNT Inc position peaked at $401K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.