CPG
AGNT

Cornerstone Planning Group’s AGNT Inc AGNT Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-273
Closed -$2.38K – 1586
2025
Q1 		$2.38K Buy
+273
New +$2.9K ﹤0.01% 945
2023
Q3 		– Sell
-193
Closed -$3.91K – 1244
2023
Q2 		$3.91K Buy
+193
New +$2.89K ﹤0.01% 978
2022
Q4 		$2.52K Buy
+193
New +$2.34K ﹤0.01% 1128

Other funds holding AGNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Planning Group's AGNT Position: Q2 2025 in Review

Cornerstone Planning Group sold out of AGNT Inc (AGNT) in Q2 2025, closing a stake of 273 shares — an estimated $2.38K sold.

Cornerstone Planning Group first reported a position in AGNT in Q4 2022 and held it in 3 quarters. The position peaked at $3.91K in Q2 2023. 212 funds tracked by Wall St. Rank hold AGNT as of Q2 2025.

  • Cornerstone Planning Group reported no remaining AGNT Inc position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 273 AGNT Inc shares in Q2 2025, an estimated $2.38K.
  • Cornerstone Planning Group first reported a position in AGNT Inc in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's AGNT Inc position peaked at $3.91K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.