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Hillsdale Investment Management’s Assured Guaranty AGO Stock Holding History

Hillsdale 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
2026
Q2 		$1.99M Sell
24,800
-13,000
-34% -$1.03M 0.05% 307
2026
Q1 		$3.08M Buy
+37,800
New +$3.23M 0.08% 278

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 $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hillsdale Investment Management's AGO Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Assured Guaranty (AGO) stake by 34% in Q2 2026, selling an estimated $1.03M and leaving 24,800 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #307.

Hillsdale Investment Management first reported a position in AGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.08M in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Hillsdale Investment Management held 24,800 shares of Assured Guaranty worth $1.99M as of Q2 2026.
  • Hillsdale Investment Management sold 13,000 Assured Guaranty shares in Q2 2026, an estimated $1.03M.
  • Assured Guaranty made up 0.05% of Hillsdale Investment Management's portfolio in Q2 2026, its #307 holding.
  • Hillsdale Investment Management first reported a position in Assured Guaranty in Q1 2026 and has held it in 2 quarters since.
  • Hillsdale Investment Management's Assured Guaranty position peaked at $3.08M in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.