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
2014
Q2 		– Sell
-28,600
Closed -$724K – 397
2014
Q1 		$724K Buy
+28,600
New +$676K 0.01% 316

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 $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

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.