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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
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

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 Planning Group's AGO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Assured Guaranty (AGO) stake by 9.8% in Q2 2026, selling an estimated $395 and leaving 46 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Cornerstone Planning Group first reported a position in AGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.55K in Q2 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Cornerstone Planning Group held 46 shares of Assured Guaranty worth $3.88K as of Q2 2026.
  • Cornerstone Planning Group sold 5 Assured Guaranty shares in Q2 2026, an estimated $395.
  • Assured Guaranty made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1153 holding.
  • Cornerstone Planning Group first reported a position in Assured Guaranty in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Assured Guaranty position peaked at $4.55K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.