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HFM Investment Advisors’s Assured Guaranty AGO Stock Holding History

HFM Investment Advisors’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 		$722 Buy
9
+5
+125% +$395 ﹤0.01% 857
2026
Q1 		$326 Sell
4
-1
-20% -$85 ﹤0.01% 836
2025
Q4 		$450 Hold
5
– – ﹤0.01% 744
2025
Q3 		$423 Hold
5
– – ﹤0.01% 736
2025
Q2 		$436 Buy
5
+3
+150% +$256 ﹤0.01% 702
2025
Q1 		$177 Buy
+2
New +$179 ﹤0.01% 665

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

HFM Investment Advisors's AGO Position: Q2 2026 in Review

HFM Investment Advisors increased its Assured Guaranty (AGO) stake by 125% in Q2 2026, buying an estimated $395 and bringing the position to 9 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #857.

HFM Investment Advisors first reported a position in AGO in Q1 2025 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Assured Guaranty worth $722 as of Q2 2026.
  • HFM Investment Advisors bought 5 Assured Guaranty shares in Q2 2026, an estimated $395.
  • Assured Guaranty made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #857 holding.
  • HFM Investment Advisors first reported a position in Assured Guaranty in Q1 2025 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.