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Perbak Capital Partners’s Assured Guaranty AGO Stock Holding History

Perbak Capital Partners’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
Q1 		– Sell
-2,830
Closed -$254K – 296
2025
Q4 		$254K Sell
2,830
-4,013
-59% -$346K 0.08% 168
2025
Q3 		$579K Buy
+6,843
New +$569K 0.1% 210

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Perbak Capital Partners's AGO Position: Q1 2026 in Review

Perbak Capital Partners sold out of Assured Guaranty (AGO) in Q1 2026, closing a stake of 2,830 shares — an estimated $254K sold.

Perbak Capital Partners first reported a position in AGO in Q3 2025 and held it in 2 quarters. The position peaked at $579K in Q3 2025. 369 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • Perbak Capital Partners reported no remaining Assured Guaranty position as of Q1 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 2,830 Assured Guaranty shares in Q1 2026, an estimated $254K.
  • Perbak Capital Partners first reported a position in Assured Guaranty in Q3 2025 and held it in 2 quarters.
  • Perbak Capital Partners's Assured Guaranty position peaked at $579K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.