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Hemington Wealth Management’s Assured Guaranty AGO Stock Holding History

Hemington 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
2025
Q3 		$25K Sell
299
-13
-4% -$1.08K ﹤0.01% 556
2025
Q2 		$27K Sell
312
-16
-5% -$1.36K ﹤0.01% 505
2025
Q1 		$28K Buy
328
+8
+3% +$717 ﹤0.01% 468
2024
Q4 		$28K Buy
320
+24
+8% +$2.1K 0.01% 446
2024
Q3 		$24K Buy
+296
New +$23.3K 0.01% 463

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Hemington Wealth Management's AGO Position: Q3 2025 in Review

Hemington Wealth Management reduced its Assured Guaranty (AGO) stake by 4.2% in Q3 2025, selling an estimated $1.08K and leaving 299 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Hemington Wealth Management first reported a position in AGO in Q3 2024 and has held it in 5 quarters since. The position peaked at $28K in Q1 2025. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

  • Hemington Wealth Management held 299 shares of Assured Guaranty worth $25K as of Q3 2025.
  • Hemington Wealth Management sold 13 Assured Guaranty shares in Q3 2025, an estimated $1.08K.
  • Assured Guaranty made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #556 holding.
  • Hemington Wealth Management first reported a position in Assured Guaranty in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Assured Guaranty position peaked at $28K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.