Wealth High Governance Asset Management’s AGI Inc AGBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$512K Sell
72,366
-446,993
-86% -$3.18M 0.05% 50
2026
Q1
$3.78M Buy
+519,359
New +$5.27M 0.59% 42

Other funds holding AGBK

Wealth High Governance Asset Management's AGBK Position: Q2 2026 in Review

Wealth High Governance Asset Management reduced its AGI Inc (AGBK) stake by 86% in Q2 2026, selling an estimated $3.18M and leaving 72,366 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #50.

Wealth High Governance Asset Management first reported a position in AGBK in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.78M in Q1 2026. 33 funds tracked by Wall St. Rank hold AGBK as of Q2 2026.

  • Wealth High Governance Asset Management held 72,366 shares of AGI Inc worth $512K as of Q2 2026.
  • Wealth High Governance Asset Management sold 446,993 AGI Inc shares in Q2 2026, an estimated $3.18M.
  • AGI Inc made up 0.05% of Wealth High Governance Asset Management's portfolio in Q2 2026, its #50 holding.
  • Wealth High Governance Asset Management first reported a position in AGI Inc in Q1 2026 and has held it in 2 quarters since.
  • Wealth High Governance Asset Management's AGI Inc position peaked at $3.78M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held AGI Inc as of Q2 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.