Prelude Capital Management’s Assured Guaranty AGO Stock Holding History

Prelude Capital 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
2019 Q4	–	Sell	-4,200	Closed	-$187K	–	1881
2019 Q3	$187K	Buy	4,200 +3,000	+250%	+$132K	0.01%	781
2019 Q2	$50K	Buy	+1,200	New	+$52.9K	﹤0.01%	1113
2017 Q3	–	Sell	-6,000	Closed	-$250K	–	1591
2017 Q2	$250K	Buy	+6,000	New	+$236K	0.02%	512
2016 Q3	–	Sell	-5,000	Closed	-$127K	–	1568
2016 Q2	$127K	Buy	+5,000	New	+$129K	0.02%	661
2013 Q4	–	Sell	-18,000	Closed	-$338K	–	1587
2013 Q3	$338K	Buy	+18,000	New	+$381K	0.05%	392

Other funds holding AGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Prelude Capital Management's AGO Position: Q1 2026 in Review

Prelude Capital Management increased its Assured Guaranty (AGO) stake by 9.2% in Q1 2026, buying an estimated $22K and bringing the position to 3,064 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #798.

Prelude Capital Management first reported a position in AGO in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.15M in Q1 2015. 370 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

Prelude Capital Management held 3,064 shares of Assured Guaranty worth $250K as of Q1 2026.
Prelude Capital Management bought 258 Assured Guaranty shares in Q1 2026, an estimated $22K.
Assured Guaranty made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #798 holding.
Prelude Capital Management first reported a position in Assured Guaranty in Q2 2013 and has held it in 35 quarters since.
Prelude Capital Management's Assured Guaranty position peaked at $2.15M in Q1 2015.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

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