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 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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's AGNT Position: Q1 2026 in Review

AssetMark Inc sold out of AGNT Inc (AGNT) in Q1 2026, closing a stake of 17 shares — an estimated $154 sold.

AssetMark Inc first reported a position in AGNT in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 228 funds tracked by Wall St. Rank hold AGNT as of Q1 2026.

AssetMark Inc reported no remaining AGNT Inc position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 17 AGNT Inc shares in Q1 2026, an estimated $154.
AssetMark Inc first reported a position in AGNT Inc in Q2 2021 and held it in 4 quarters.
AssetMark Inc's AGNT Inc position peaked at $8K in Q3 2021.
228 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.