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AGI

AGBK on NYSE. Commercial banks, nec. Market value $874m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

Nothing stands out yet.

What to watch out for

See Financial services stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Return on equity
Not reported

We don't have this figure for this company.

Price to book
Not reported

We don't have this figure for this company.

Earnings yield
Not reported

We don't have this figure for this company.

Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.

$6.67 a share, 26% above its 1-year low

Over the past year the price has ranged from $5.28 to $12.21.

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

Five-year fundamentals are not available yet.

Health checks

  • Free cash flow positiveDoesn't apply to banks and insurers
  • Accounting checksDoesn't apply to banks and insurers
  • DebtDoesn't apply to banks and insurers
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
30 April 2026
Next quarterly (estimated, 10-Q)
n/a

Who owns it

1 long-term investor we follow owns it, unchanged from 1 last quarter. 33 funds in all.

Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

2 investors own more than 5%.

  • Marciano Testa
    Passive investor
    at least 63.3%
    (filed with 4 related holders)
    Since 31 March 2026
  • Lumina Capital Management Ltda.
    Passive investor
    at least 19.0%+5.3 pts
    (filed with 9 related holders)
    Since 30 June 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 7 insiders bought $235,567 of shares on the open market. 1 sold $3m.

  • ALOE VINICIUS BIRKELAND
    Chief Technology Officer
    Sold
    Date
    31 August 2026
    Shares
    256,792
    Price
    $11.98
    Value
    $3m
  • De Farias Daniel Monteiro
    Chief Products Officer
    Bought
    Date
    3 June 2026
    Shares
    100
    Price
    $6.90
    Value
    $690
  • Correa Glauber Marques
    Director and COO
    Bought
    Date
    1 June 2026
    Shares
    2,000
    Price
    $7.33
    Value
    $14,660
  • DUBEUX MARCELLO WINIK
    Financial and IR Officer
    Bought
    Date
    19 May 2026
    Shares
    1,000
    Price
    $7.00
    Value
    $7,000
  • Morais Rafael De Oliveira
    Risk & Controllership Officer
    Bought
    Date
    14 May 2026
    Shares
    436
    Price
    $7.12
    Value
    $3,101
  • ALOE VINICIUS BIRKELAND
    Chief Technology Officer
    Bought
    Date
    12 May 2026
    Shares
    407
    Price
    $7.38
    Value
    $3,001
  • GIRARDI MATHEUS
    Chief Sales Officer
    Bought
    Date
    8 May 2026
    Shares
    270
    Price
    $7.09
    Value
    $1,914
  • TESTA MARCIANO
    Chairman and CEO, Director
    Bought
    Date
    7 May 2026
    Shares
    28,000
    Price
    $7.15
    Value
    $200,200
  • De Farias Daniel Monteiro
    Chief Products Officer
    Bought
    Date
    7 May 2026
    Shares
    693
    Price
    $7.22
    Value
    $5,000

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

AGI doesn’t file a US annual report (10-K), so we haven’t checked it.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.