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Sax Wealth Advisors’s AGNT Inc AGNT Stock Holding History

Sax Wealth Advisors’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
Q3 		$65.1K Buy
+17,737
New +$74.9K ﹤0.01% 736

Other funds holding AGNT

BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Sax Wealth Advisors's AGNT Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in AGNT Inc (AGNT) in Q3 2026: 17,737 shares worth $65.1K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings.

13 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

  • Sax Wealth Advisors held 17,737 shares of AGNT Inc worth $65.1K as of Q3 2026.
  • AGNT Inc was a new Sax Wealth Advisors position in Q3 2026.
  • AGNT Inc made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #736 holding.
  • 13 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.