TD Private Client Wealth
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TD Private Client Wealth’s AGNT Inc AGNT Stock Holding History

TD Private Client Wealth’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 		$275 Buy
+75
New +$317 ﹤0.01% 1691
2025
Q2 		– Sell
-136
Closed -$1.33K – 1448
2025
Q1 		$1.33K Buy
136
+21
+18% +$223 ﹤0.01% 1255
2024
Q4 		$1.32K Buy
115
+32
+39% +$422 ﹤0.01% 1228
2024
Q3 		$1.17K Buy
+83
New +$1.07K ﹤0.01% 1226
2023
Q4 		– Sell
-366
Closed -$5.94K – 1231
2023
Q3 		$5.94K Buy
366
+73
+25% +$1.51K ﹤0.01% 1096
2023
Q2 		$5.94K Buy
293
+30
+11% +$449 ﹤0.01% 1111
2023
Q1 		$3.34K Sell
263
-76
-22% -$1.01K ﹤0.01% 1127
2022
Q4 		$3.76K Hold
339
– – ﹤0.01% 1092
2022
Q3 		$3.8K Sell
339
-15
-4% -$209 ﹤0.01% 1081
2022
Q2 		$4.17K Sell
354
-36
-9% -$521 ﹤0.01% 1087
2022
Q1 		$8.26K Buy
+390
New +$10.2K ﹤0.01% 1058
2021
Q4 		– Sell
-14
Closed -$557 – 1196
2021
Q3 		$557 Buy
+14
New +$599 ﹤0.01% 1156

Other funds holding AGNT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

TD Private Client Wealth's AGNT Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in AGNT Inc (AGNT) in Q3 2026: 75 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in AGNT as recently as Q1 2025.

TD Private Client Wealth first reported a position in AGNT in Q3 2021 and has held it in 12 quarters since. The position peaked at $8.26K in Q1 2022. 85 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

  • TD Private Client Wealth held 75 shares of AGNT Inc worth $275 as of Q3 2026.
  • AGNT Inc was a new TD Private Client Wealth position in Q3 2026.
  • AGNT Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1691 holding.
  • TD Private Client Wealth first reported a position in AGNT Inc in Q3 2021 and has held it in 12 quarters since.
  • TD Private Client Wealth's AGNT Inc position peaked at $8.26K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.