Capstone Investment Advisors
AGO icon

Capstone Investment Advisors’s Assured Guaranty AGO Stock Holding History

Capstone Investment Advisors’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,735
Closed -$824K – 1549
2025
Q3 		$824K Buy
+9,735
New +$809K 0.01% 1104
2024
Q2 		– Sell
-10,139
Closed -$885K – 2045
2024
Q1 		$885K Buy
+10,139
New +$854K 0.02% 1222
2018
Q1 		– Sell
-24,773
Closed -$839K – 343
2017
Q4 		$839K Sell
24,773
-6,202
-20% -$225K 0.04% 208
2017
Q3 		$1.17M Buy
+30,975
New +$1.33M 0.08% 202
2016
Q4 		– Sell
-10,986
Closed -$304K – 896
2016
Q3 		$304K Sell
10,986
-16,905
-61% -$456K 0.02% 601
2016
Q2 		$707K Buy
+27,891
New +$718K 0.04% 415
2014
Q2 		– Hold
0
– – – 399
2014
Q1 		– Hold
0
– – – 372
2013
Q4 		– Sell
-162,692
Closed -$3.05M – 475
2013
Q3 		$3.05M Buy
+162,692
New +$3.44M 0.42% 272

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return