OF
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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
Q2 		$97.5K Sell
18,020
-62
-0.3% -$342 0.04% 293
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 0.05% 213
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Optimize Financial's AGNT Position: Q2 2026 in Review

Optimize Financial reduced its AGNT Inc (AGNT) stake by 0.34% in Q2 2026, selling an estimated $342 and leaving 18,020 shares worth $97.5K. The position accounts for 0.04% of the portfolio, ranked #293.

Optimize Financial first reported a position in AGNT in Q4 2024 and has held it in 7 quarters since. The position peaked at $173K in Q3 2025. 241 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

  • Optimize Financial held 18,020 shares of AGNT Inc worth $97.5K as of Q2 2026.
  • Optimize Financial sold 62 AGNT Inc shares in Q2 2026, an estimated $342.
  • AGNT Inc made up 0.04% of Optimize Financial's portfolio in Q2 2026, its #293 holding.
  • Optimize Financial first reported a position in AGNT Inc in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's AGNT Inc position peaked at $173K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.