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Pine Valley Investments’s Assured Guaranty AGO Stock Holding History

Pine Valley Investments’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 		– Hold
0
– – – 276
2026
Q1 		– Hold
0
– – – 250
2025
Q4 		– Hold
0
– – – 236

Other funds holding AGO

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return

Pine Valley Investments's AGO Position: Q2 2026 in Review

Pine Valley Investments reduced its Assured Guaranty (AGO) stake by 0.12% in Q2 2026, selling an estimated $23.7K and leaving 253,136 shares worth $20.3M. The position accounts for 0.8% of the portfolio, ranked #26.

Pine Valley Investments first reported a position in AGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.2M in Q4 2025. 131 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Pine Valley Investments held 253,136 shares of Assured Guaranty worth $20.3M as of Q2 2026.
  • Pine Valley Investments sold 300 Assured Guaranty shares in Q2 2026, an estimated $23.7K.
  • Assured Guaranty made up 0.8% of Pine Valley Investments's portfolio in Q2 2026, its #26 holding.
  • Pine Valley Investments first reported a position in Assured Guaranty in Q1 2023 and has held it in 13 quarters since.
  • Pine Valley Investments's Assured Guaranty position peaked at $27.2M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.