GoalVest Advisory’s AGNT Inc AGNT Stock Holding History

GoalVest Advisory’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	$3.14K	Hold	580	–	–	﹤0.01%	415
2026 Q1	$3.47K	Hold	580	–	–	﹤0.01%	411
2025 Q4	$5.25K	Hold	580	–	–	﹤0.01%	472
2025 Q3	$6.18K	Hold	580	–	–	﹤0.01%	353
2025 Q2	$5.28K	Hold	580	–	–	﹤0.01%	324
2025 Q1	$5.67K	Hold	580	–	–	﹤0.01%	288
2024 Q4	$6.68K	Hold	580	–	–	﹤0.01%	298
2024 Q3	$8.17K	Hold	580	–	–	﹤0.01%	334
2024 Q2	$6.54K	Hold	580	–	–	﹤0.01%	286
2024 Q1	$5.99K	Hold	580	–	–	﹤0.01%	337
2023 Q4	$9K	Hold	580	–	–	﹤0.01%	258
2023 Q3	$9.42K	Hold	580	–	–	﹤0.01%	296
2023 Q2	$11.8K	Hold	580	–	–	0.01%	240
2023 Q1	$7.36K	Hold	580	–	–	﹤0.01%	194
2022 Q4	$6.43K	Buy	+580	New	+$7.03K	﹤0.01%	196

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

GoalVest Advisory's AGNT Position: Q2 2026 in Review

GoalVest Advisory held its AGNT Inc (AGNT) position steady in Q2 2026 at 580 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

GoalVest Advisory first reported a position in AGNT in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.8K in Q2 2023. 97 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

GoalVest Advisory held 580 shares of AGNT Inc worth $3.14K as of Q2 2026.
GoalVest Advisory left its AGNT Inc share count unchanged in Q2 2026.
AGNT Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #415 holding.
GoalVest Advisory first reported a position in AGNT Inc in Q4 2022 and has held it in 15 quarters since.
GoalVest Advisory's AGNT Inc position peaked at $11.8K in Q2 2023.
97 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.