Capstone Investment Advisors
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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 – 1546
2025
Q3 		$824K Buy
+9,735
New +$809K ﹤0.01% 1104
2024
Q2 		– Sell
-10,139
Closed -$885K – 2044
2024
Q1 		$885K Buy
+10,139
New +$854K ﹤0.01% 1222
2018
Q1 		– Sell
-24,773
Closed -$839K – 343
2017
Q4 		$839K Sell
24,773
-6,202
-20% -$225K 0.02% 208
2017
Q3 		$1.17M Buy
+30,975
New +$1.33M 0.04% 202
2016
Q4 		– Sell
-10,986
Closed -$304K – 896
2016
Q3 		$304K Sell
10,986
-16,905
-61% -$456K 0.01% 601
2016
Q2 		$707K Buy
+27,891
New +$718K 0.01% 415
2013
Q4 		– Sell
-162,692
Closed -$3.05M – 474
2013
Q3 		$3.05M Buy
+162,692
New +$3.44M 0.03% 272

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Capstone Investment Advisors's AGO Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Assured Guaranty (AGO) in Q4 2025, closing a stake of 9,735 shares — an estimated $824K sold.

Capstone Investment Advisors first reported a position in AGO in Q3 2013 and held it in 7 quarters. The position peaked at $3.05M in Q3 2013. 363 funds tracked by Wall St. Rank hold AGO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Assured Guaranty position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,735 Assured Guaranty shares in Q4 2025, an estimated $824K.
  • Capstone Investment Advisors first reported a position in Assured Guaranty in Q3 2013 and held it in 7 quarters.
  • Capstone Investment Advisors's Assured Guaranty position peaked at $3.05M in Q3 2013.
  • 363 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.