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HB Wealth Management’s Assured Guaranty AGO Stock Holding History

HB Wealth 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 		$911K Buy
11,359
+6,022
+113% +$476K 0.01% 786
2026
Q1 		$435K Buy
5,337
+1,297
+32% +$111K ﹤0.01% 1043
2025
Q4 		$363K Buy
4,040
+797
+25% +$68.7K ﹤0.01% 1047
2025
Q3 		$275K Buy
+3,243
New +$269K ﹤0.01% 1114
2025
Q2 		– Sell
-2,862
Closed -$252K – 1165
2025
Q1 		$252K Buy
2,862
+157
+6% +$14.1K ﹤0.01% 1038
2024
Q4 		$243K Buy
+2,705
New +$237K ﹤0.01% 894

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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HB Wealth Management's AGO Position: Q2 2026 in Review

HB Wealth Management increased its Assured Guaranty (AGO) stake by 113% in Q2 2026, buying an estimated $476K and bringing the position to 11,359 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #786.

HB Wealth Management first reported a position in AGO in Q4 2024 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • HB Wealth Management held 11,359 shares of Assured Guaranty worth $911K as of Q2 2026.
  • HB Wealth Management bought 6,022 Assured Guaranty shares in Q2 2026, an estimated $476K.
  • Assured Guaranty made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #786 holding.
  • HB Wealth Management first reported a position in Assured Guaranty in Q4 2024 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.