Center for Financial Planning’s AGNT Inc AGNT Stock Holding History

Center for Financial Planning’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	$942	Hold	174	–	–	﹤0.01%	610
2026 Q1	$1.04K	Hold	174	–	–	﹤0.01%	604
2025 Q4	$1.57K	Hold	174	–	–	﹤0.01%	622
2025 Q3	$1.85K	Hold	174	–	–	﹤0.01%	594
2025 Q2	$1.58K	Hold	174	–	–	﹤0.01%	576
2025 Q1	$1.7K	Hold	174	–	–	﹤0.01%	596
2024 Q4	$2K	Hold	174	–	–	﹤0.01%	539
2024 Q3	$2.45K	Hold	174	–	–	﹤0.01%	490
2024 Q2	$1.96K	Hold	174	–	–	﹤0.01%	502
2024 Q1	$1.8K	Hold	174	–	–	﹤0.01%	526
2023 Q4	$2.7K	Hold	174	–	–	﹤0.01%	455
2023 Q3	$2.83K	Sell	174 -1	-0.6%	-$21	﹤0.01%	443
2023 Q2	$3.55K	Buy	+175	New	+$2.62K	﹤0.01%	464
2022 Q4	–	Sell	-119	Closed	-$1K	–	586
2022 Q3	$1K	Buy	+119	New	+$1.66K	﹤0.01%	591

Other funds holding AGNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Baring Financial Bellingham, Washington $182M AUM 20.14% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Center for Financial Planning's AGNT Position: Q2 2026 in Review

Center for Financial Planning held its AGNT Inc (AGNT) position steady in Q2 2026 at 174 shares worth $942. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Center for Financial Planning first reported a position in AGNT in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.55K in Q2 2023. 97 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

Center for Financial Planning held 174 shares of AGNT Inc worth $942 as of Q2 2026.
Center for Financial Planning left its AGNT Inc share count unchanged in Q2 2026.
AGNT Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #610 holding.
Center for Financial Planning first reported a position in AGNT Inc in Q3 2022 and has held it in 14 quarters since.
Center for Financial Planning's AGNT Inc position peaked at $3.55K in Q2 2023.
97 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.