PCS
AGNT

Personal CFO Solutions’s AGNT Inc AGNT Stock Holding History

Personal CFO Solutions’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
2025
Q2 		– Sell
-12,541
Closed -$123K – 496
2025
Q1 		$123K Sell
12,541
-2,677
-18% -$28.4K 0.02% 443
2024
Q4 		$175K Sell
15,218
-442
-3% -$5.83K 0.03% 451
2024
Q3 		$221K Sell
15,660
-2,715
-15% -$35K 0.03% 510
2024
Q2 		$207K Sell
18,375
-2,392
-12% -$26.2K 0.03% 500
2024
Q1 		$215K Sell
20,767
-32
-0.2% -$393 0.03% 504
2023
Q4 		$323K Buy
20,799
+3,029
+17% +$42.4K 0.06% 359
2023
Q3 		$289K Sell
17,770
-2,868
-14% -$59.2K 0.06% 332
2023
Q2 		$419K Sell
20,638
-1,549
-7% -$23.2K 0.08% 245
2023
Q1 		$282K Buy
22,187
+4,069
+22% +$54.3K 0.06% 330
2022
Q4 		$201K Buy
18,118
+5,335
+42% +$64.7K 0.04% 425
2022
Q3 		$143K Buy
12,783
+191
+2% +$2.66K 0.04% 393
2022
Q2 		$148K Buy
12,592
+1,603
+15% +$23.2K 0.03% 408
2022
Q1 		$233K Buy
+10,989
New +$288K 0.05% 402

Other funds holding AGNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal CFO Solutions's AGNT Position: Q2 2025 in Review

Personal CFO Solutions sold out of AGNT Inc (AGNT) in Q2 2025, closing a stake of 12,541 shares — an estimated $123K sold.

Personal CFO Solutions first reported a position in AGNT in Q1 2022 and held it in 13 quarters. The position peaked at $419K in Q2 2023. 212 funds tracked by Wall St. Rank hold AGNT as of Q2 2025.

  • Personal CFO Solutions reported no remaining AGNT Inc position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 12,541 AGNT Inc shares in Q2 2025, an estimated $123K.
  • Personal CFO Solutions first reported a position in AGNT Inc in Q1 2022 and held it in 13 quarters.
  • Personal CFO Solutions's AGNT Inc position peaked at $419K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.