OF
AGNT

Optimize Financial’s AGNT Inc AGNT Stock Holding History

Optimize Financial’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 		$108K Buy
18,082
+1,591
+10% +$12.3K 0.05% 297
2025
Q4 		$149K Buy
16,491
+236
+1% +$2.49K 0.08% 319
2025
Q3 		$173K Buy
16,255
+1,798
+12% +$19K 0.09% 321
2025
Q2 		$132K Sell
14,457
-104
-0.7% -$908 0.08% 223
2025
Q1 		$142K Buy
14,561
+1,692
+13% +$18K 0.1% 212
2024
Q4 		$148K Buy
+12,869
New +$170K 0.11% 226

Other funds holding AGNT

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's AGNT Position: Q1 2026 in Review

Optimize Financial increased its AGNT Inc (AGNT) stake by 9.6% in Q1 2026, buying an estimated $12.3K and bringing the position to 18,082 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #297.

Optimize Financial first reported a position in AGNT in Q4 2024 and has held it in 6 quarters since. The position peaked at $173K in Q3 2025. 228 funds tracked by Wall St. Rank hold AGNT as of Q1 2026.

  • Optimize Financial held 18,082 shares of AGNT Inc worth $108K as of Q1 2026.
  • Optimize Financial bought 1,591 AGNT Inc shares in Q1 2026, an estimated $12.3K.
  • AGNT Inc made up 0.05% of Optimize Financial's portfolio in Q1 2026, its #297 holding.
  • Optimize Financial first reported a position in AGNT Inc in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's AGNT Inc position peaked at $173K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.