AssetMark Inc
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AssetMark Inc’s AGNT Inc AGNT Stock Holding History

AssetMark Inc’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
Q3 		$297 Buy
+81
New +$342 ﹤0.01% 3540
2026
Q1 		– Sell
-17
Closed -$154 – 3488
2025
Q4 		$154 Buy
+17
New +$180 ﹤0.01% 3277
2022
Q1 		– Sell
-200
Closed -$7K – 1611
2021
Q4 		$7K Hold
200
– – ﹤0.01% 1192
2021
Q3 		$8K Hold
200
– – ﹤0.01% 1078
2021
Q2 		$8K Buy
+200
New +$6.89K ﹤0.01% 1016

Other funds holding AGNT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

AssetMark Inc's AGNT Position: Q3 2026 in Review

AssetMark Inc opened a new position in AGNT Inc (AGNT) in Q3 2026: 81 shares worth $297. The stake represents ﹤0.01% of the portfolio and ranks #3540 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in AGNT as recently as Q4 2025.

AssetMark Inc first reported a position in AGNT in Q2 2021 and has held it in 5 quarters since. The position peaked at $8K in Q3 2021. 82 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

  • AssetMark Inc held 81 shares of AGNT Inc worth $297 as of Q3 2026.
  • AGNT Inc was a new AssetMark Inc position in Q3 2026.
  • AGNT Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3540 holding.
  • AssetMark Inc first reported a position in AGNT Inc in Q2 2021 and has held it in 5 quarters since.
  • AssetMark Inc's AGNT Inc position peaked at $8K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.