Chicago Partners Investment Group
AGO icon

Chicago Partners Investment Group’s Assured Guaranty AGO Stock Holding History

Chicago Partners Investment Group’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
2026
Q2 		$682K Buy
8,101
+1,819
+29% +$144K 0.01% 824
2026
Q1 		$523K Buy
6,282
+2,121
+51% +$181K 0.01% 866
2025
Q4 		$346K Buy
4,161
+538
+15% +$46.4K 0.01% 954
2025
Q3 		$294K Buy
+3,623
New +$301K 0.01% 961

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Chicago Partners Investment Group's AGO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Assured Guaranty (AGO) stake by 29% in Q2 2026, buying an estimated $144K and bringing the position to 8,101 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #824.

Chicago Partners Investment Group first reported a position in AGO in Q3 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Chicago Partners Investment Group held 8,101 shares of Assured Guaranty worth $682K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,819 Assured Guaranty shares in Q2 2026, an estimated $144K.
  • Assured Guaranty made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #824 holding.
  • Chicago Partners Investment Group first reported a position in Assured Guaranty in Q3 2025 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.