PDS Planning’s AGNT Inc AGNT Stock Holding History

PDS Planning’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	–	Sell	-10,517	Closed	-$63K	–	614
2026 Q1	$63K	Buy	+10,517	New	+$81.3K	﹤0.01%	555

Other funds holding AGNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PDS Planning's AGNT Position: Q2 2026 in Review

PDS Planning sold out of AGNT Inc (AGNT) in Q2 2026, closing a stake of 10,517 shares — an estimated $63K sold.

PDS Planning first reported a position in AGNT in Q1 2026 and held it in 1 quarter. The position peaked at $63K in Q1 2026. 241 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

PDS Planning reported no remaining AGNT Inc position as of Q2 2026 after selling out during the quarter.
PDS Planning sold 10,517 AGNT Inc shares in Q2 2026, an estimated $63K.
PDS Planning first reported a position in AGNT Inc in Q1 2026 and held it in 1 quarter.
PDS Planning's AGNT Inc position peaked at $63K in Q1 2026.
241 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.