Position in AGNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$73,407
+$7,035 QoQ
Shares Held
13,569
+22.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 238 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNT Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,461,176 across 24 Real Estate Services names. AGNT ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
5,408 | $728,399 | |
| 2 | CSGP |
Costar Group, Inc.
|
7,157 | $202,682 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
391 | $121,186 | |
| 4 | COMP |
Compass, Inc.
|
9,799 | $120,819 | |
| 5 | AGNT |
AGNT, Inc.
This page
|
13,569 | $73,407 | |
| 6 | FSV |
FirstService Corp
|
418 | $59,399 | |
| 7 | BEKE |
KE Holdings Inc.
|
3,664 | $53,235 | |
| 8 | MMI |
Marcus & Millichap, Inc.
|
935 | $29,142 |
All Filings in AGNT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,407 | 13,569 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $66,372 | 11,081 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $104,163 | 11,510 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $126,267 | 11,845 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $145,125 | 15,948 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,891 | 13,895 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $132,823 | 11,540 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $219,958 | 15,611 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $225,845 | 20,013 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $223,479 | 21,634 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $298,977 | 19,264 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $260,863 | 16,063 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $321,255 | 15,841 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $191,124 | 15,061 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $25,151 | 2,270 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||