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Freedom Investment Management’s Assured Guaranty AGO Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-2,745
Closed -$239K – 162
2025
Q2 		$239K Sell
2,745
-36
-1% -$3.07K 0.02% 655
2025
Q1 		$245K Buy
2,781
+161
+6% +$14.4K 0.02% 657
2024
Q4 		$236K Sell
2,620
-363
-12% -$31.8K 0.02% 678
2024
Q3 		$237K Sell
2,983
-321
-10% -$25.3K 0.02% 668
2024
Q2 		$255K Buy
3,304
+274
+9% +$21.4K 0.02% 659
2024
Q1 		$264K Sell
3,030
-348
-10% -$29.3K 0.02% 652
2023
Q4 		$253K Buy
+3,378
New +$223K 0.02% 649
2023
Q3 		– Sell
-3,847
Closed -$215K – 679
2023
Q2 		$215K Sell
3,847
-1,105
-22% -$58.7K 0.02% 639
2023
Q1 		$249K Sell
4,952
-18,804
-79% -$1.09M 0.03% 601
2022
Q4 		$1.48M Buy
+23,756
New +$1.41M 0.17% 163
2022
Q3 		– Sell
-6,977
Closed -$389K – 723
2022
Q2 		$389K Sell
6,977
-12,229
-64% -$706K 0.04% 530
2022
Q1 		$1.22M Buy
+19,206
New +$1.1M 0.11% 239

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Freedom Investment Management's AGO Position: Q3 2025 in Review

Freedom Investment Management sold out of Assured Guaranty (AGO) in Q3 2025, closing a stake of 2,745 shares — an estimated $239K sold.

Freedom Investment Management first reported a position in AGO in Q1 2022 and held it in 12 quarters. The position peaked at $1.48M in Q4 2022. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

  • Freedom Investment Management reported no remaining Assured Guaranty position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,745 Assured Guaranty shares in Q3 2025, an estimated $239K.
  • Freedom Investment Management first reported a position in Assured Guaranty in Q1 2022 and held it in 12 quarters.
  • Freedom Investment Management's Assured Guaranty position peaked at $1.48M in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.