MEG
AGO icon

Millstone Evans Group’s Assured Guaranty AGO Stock Holding History

Millstone Evans Group’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 		$4.33K Hold
54
– – ﹤0.01% 697
2026
Q1 		$4.4K Hold
54
– – ﹤0.01% 670
2025
Q4 		$4.85K Hold
54
– – ﹤0.01% 648
2025
Q3 		$4.57K Buy
+54
New +$4.49K ﹤0.01% 643

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Millstone Evans Group's AGO Position: Q2 2026 in Review

Millstone Evans Group held its Assured Guaranty (AGO) position steady in Q2 2026 at 54 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Millstone Evans Group first reported a position in AGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.85K in Q4 2025. 277 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Millstone Evans Group held 54 shares of Assured Guaranty worth $4.33K as of Q2 2026.
  • Millstone Evans Group left its Assured Guaranty share count unchanged in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #697 holding.
  • Millstone Evans Group first reported a position in Assured Guaranty in Q3 2025 and has held it in 4 quarters since.
  • Millstone Evans Group's Assured Guaranty position peaked at $4.85K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.