AF
AGNT

Allworth Financial’s AGNT Inc AGNT Stock Holding History

Allworth Financial’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
Q1 		$3.9K Sell
651
-1,607
-71% -$12.4K ﹤0.01% 4095
2025
Q4 		$20.4K Sell
2,258
-43
-2% -$454 ﹤0.01% 2814
2025
Q3 		$24.5K Buy
2,301
+169
+8% +$1.79K ﹤0.01% 2580
2025
Q2 		$19.4K Buy
2,132
+1,981
+1,312% +$17.3K ﹤0.01% 2542
2025
Q1 		$1.36K Buy
151
+62
+70% +$658 ﹤0.01% 3359
2024
Q4 		$991 Sell
89
-2
-2% -$26 ﹤0.01% 3396
2024
Q3 		$1.28K Sell
91
-24
-21% -$309 ﹤0.01% 3133
2024
Q2 		$1.6K Buy
115
+52
+83% +$569 ﹤0.01% 3018
2024
Q1 		$651 Sell
63
-3
-5% -$37 ﹤0.01% 3213
2023
Q4 		$1.02K Sell
66
-50
-43% -$699 ﹤0.01% 2940
2023
Q3 		$1.88K Buy
116
+7
+6% +$144 ﹤0.01% 2568
2023
Q2 		$2.21K Hold
109
– – ﹤0.01% 2440
2023
Q1 		$1.38K Buy
109
+99
+990% +$1.32K ﹤0.01% 2548
2022
Q4 		$111 Buy
10
+9
+900% +$109 ﹤0.01% 2917
2022
Q3 		$0 Sell
1
-43
-98% -$600 ﹤0.01% 2786
2022
Q2 		$1K Buy
+44
New +$636 ﹤0.01% 2139

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's AGNT Position: Q1 2026 in Review

Allworth Financial reduced its AGNT Inc (AGNT) stake by 71% in Q1 2026, selling an estimated $12.4K and leaving 651 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4095.

Allworth Financial first reported a position in AGNT in Q2 2022 and has held it in 16 quarters since. The position peaked at $24.5K in Q3 2025. 228 funds tracked by Wall St. Rank hold AGNT as of Q1 2026.

  • Allworth Financial held 651 shares of AGNT Inc worth $3.9K as of Q1 2026.
  • Allworth Financial sold 1,607 AGNT Inc shares in Q1 2026, an estimated $12.4K.
  • AGNT Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4095 holding.
  • Allworth Financial first reported a position in AGNT Inc in Q2 2022 and has held it in 16 quarters since.
  • Allworth Financial's AGNT Inc position peaked at $24.5K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.