Aspect Partners’s AGI Inc AGBK Stock Holding History

Aspect Partners’s Portfolio AGBK Stock Details AGBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$996	Buy	173 +28	+19%	+$183	﹤0.01%	584
2026 Q2	$1.03K	Buy	+145	New	+$1.03K	﹤0.01%	572

Other funds holding AGBK

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Aspect Partners's AGBK Position: Q3 2026 in Review

Aspect Partners increased its AGI Inc (AGBK) stake by 19% in Q3 2026, buying an estimated $183 and bringing the position to 173 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Aspect Partners first reported a position in AGBK in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.03K in Q2 2026. 6 funds tracked by Wall St. Rank hold AGBK as of Q3 2026.

Aspect Partners held 173 shares of AGI Inc worth $996 as of Q3 2026.
Aspect Partners bought 28 AGI Inc shares in Q3 2026, an estimated $183.
AGI Inc made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #584 holding.
Aspect Partners first reported a position in AGI Inc in Q2 2026 and has held it in 2 quarters since.
Aspect Partners's AGI Inc position peaked at $1.03K in Q2 2026.
6 funds tracked by Wall St. Rank held AGI Inc as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.