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Cornerstone Financial Management’s Assured Guaranty AGO Stock Holding History

Cornerstone Financial Management’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 		$2.16K Buy
27
+3
+13% +$237 ﹤0.01% 817
2026
Q1 		$1.96K Buy
24
+11
+85% +$939 ﹤0.01% 747
2025
Q4 		$1.17K Buy
+13
New +$1.12K ﹤0.01% 869

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 $3.37T AUM 44.26% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cornerstone Financial Management's AGO Position: Q2 2026 in Review

Cornerstone Financial Management increased its Assured Guaranty (AGO) stake by 13% in Q2 2026, buying an estimated $237 and bringing the position to 27 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Cornerstone Financial Management first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Cornerstone Financial Management held 27 shares of Assured Guaranty worth $2.16K as of Q2 2026.
  • Cornerstone Financial Management bought 3 Assured Guaranty shares in Q2 2026, an estimated $237.
  • Assured Guaranty made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #817 holding.
  • Cornerstone Financial Management first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.