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Everhart Financial Group’s AGNT Inc AGNT Stock Holding History

Everhart Financial 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
2026
Q3 		$235K Buy
64,151
+11,979
+23% +$50.6K 0.01% 428
2026
Q2 		$282K Sell
52,172
-10,212
-16% -$56.3K 0.02% 388
2026
Q1 		$374K Buy
62,384
+8,456
+16% +$65.4K 0.03% 327
2025
Q4 		$488K Sell
53,928
-2,430
-4% -$25.7K 0.05% 265
2025
Q3 		$601K Buy
56,358
+9,675
+21% +$102K 0.06% 225
2025
Q2 		$425K Sell
46,683
-6,658
-12% -$58.1K 0.05% 247
2025
Q1 		$522K Sell
53,341
-195
-0.4% -$2.07K 0.07% 199
2024
Q4 		$616K Hold
53,536
– – 0.13% 155
2024
Q3 		$754K Buy
53,536
+4,255
+9% +$54.8K 0.17% 138
2024
Q2 		$556K Buy
49,281
+11
+0% +$120 0.14% 147
2024
Q1 		$509K Buy
49,270
+184
+0.4% +$2.26K 0.15% 142
2023
Q4 		$762K Hold
49,086
– – 0.27% 73
2023
Q3 		$797K Buy
49,086
+4,472
+10% +$92.3K 0.34% 61
2023
Q2 		$905K Buy
+44,614
New +$667K 0.37% 58

Other funds holding AGNT

BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Everhart Financial Group's AGNT Position: Q3 2026 in Review

Everhart Financial Group increased its AGNT Inc (AGNT) stake by 23% in Q3 2026, buying an estimated $50.6K and bringing the position to 64,151 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #428.

Everhart Financial Group first reported a position in AGNT in Q2 2023 and has held it in 14 quarters since. The position peaked at $905K in Q2 2023. 13 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

  • Everhart Financial Group held 64,151 shares of AGNT Inc worth $235K as of Q3 2026.
  • Everhart Financial Group bought 11,979 AGNT Inc shares in Q3 2026, an estimated $50.6K.
  • AGNT Inc made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #428 holding.
  • Everhart Financial Group first reported a position in AGNT Inc in Q2 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's AGNT Inc position peaked at $905K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.