PWPS
AGNT

Pinnacle Wealth Planning Services’s AGNT Inc AGNT Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.16K Sell
768
-2,386
-76% -$13.2K ﹤0.01% 2336
2026
Q1 		$18.9K Buy
3,154
+952
+43% +$7.36K ﹤0.01% 1717
2025
Q4 		$19.9K Buy
+2,202
New +$23.3K ﹤0.01% 1714

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
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
BF
Baring Financial Bellingham, Washington $182M AUM 20.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGNT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its AGNT Inc (AGNT) stake by 76% in Q2 2026, selling an estimated $13.2K and leaving 768 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Pinnacle Wealth Planning Services first reported a position in AGNT in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 768 shares of AGNT Inc worth $4.16K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,386 AGNT Inc shares in Q2 2026, an estimated $13.2K.
  • AGNT Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2336 holding.
  • Pinnacle Wealth Planning Services first reported a position in AGNT Inc in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AGNT Inc position peaked at $19.9K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.