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Cornerstone Planning Group’s Assured Guaranty AGO Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-46
Closed -$3.88K – 219
2026
Q2 		$3.88K Sell
46
-5
-10% -$395 ﹤0.01% 1153
2026
Q1 		$4.17K Buy
51
+5
+11% +$427 ﹤0.01% 1132
2025
Q4 		$3.85K Hold
46
– – ﹤0.01% 1043
2025
Q3 		$3.77K Sell
46
-7
-13% -$582 ﹤0.01% 1025
2025
Q2 		$4.55K Buy
53
+7
+15% +$596 ﹤0.01% 747
2025
Q1 		$3.92K Buy
+46
New +$4.13K ﹤0.01% 798

Other funds holding AGO

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Cornerstone Planning Group's AGO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Assured Guaranty (AGO) in Q3 2026, closing a stake of 46 shares — an estimated $3.88K sold.

Cornerstone Planning Group first reported a position in AGO in Q1 2025 and held it in 6 quarters. The position peaked at $4.55K in Q2 2025. 23 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Assured Guaranty position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 46 Assured Guaranty shares in Q3 2026, an estimated $3.88K.
  • Cornerstone Planning Group first reported a position in Assured Guaranty in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Assured Guaranty position peaked at $4.55K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.