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Reinhart Partners’s Assured Guaranty AGO Stock Holding History

Reinhart 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
Q3 		$80.5M Sell
1,188,700
-57,481
-5% -$4.46M 1.96% 22
2026
Q2 		$99.9M Sell
1,246,181
-40,992
-3% -$3.24M 2.28% 22
2026
Q1 		$105M Buy
1,287,173
+24,475
+2% +$2.09M 3.02% 14
2025
Q4 		$113M Buy
1,262,698
+132,351
+12% +$11.4M 3.4% 8
2025
Q3 		$95.7M Sell
1,130,347
-8,051
-0.7% -$669K 3.11% 9
2025
Q2 		$99.2M Buy
1,138,398
+3,588
+0.3% +$306K 3.39% 8
2025
Q1 		$100M Buy
1,134,810
+129,026
+13% +$11.6M 3.64% 5
2024
Q4 		$90.5M Buy
1,005,784
+28,026
+3% +$2.45M 3.48% 6
2024
Q3 		$77.8M Buy
977,758
+71,114
+8% +$5.61M 2.95% 7
2024
Q2 		$69.9M Buy
906,644
+16,110
+2% +$1.26M 2.91% 8
2024
Q1 		$77.7M Sell
890,534
-3,254
-0.4% -$274K 3.16% 5
2023
Q4 		$66.9M Buy
893,788
+67,613
+8% +$4.47M 2.94% 7
2023
Q3 		$50M Buy
826,175
+38,670
+5% +$2.3M 2.6% 8
2023
Q2 		$43.9M Buy
787,505
+109,036
+16% +$5.8M 2.23% 13
2023
Q1 		$34.1M Buy
678,469
+6,143
+0.9% +$357K 1.85% 18
2022
Q4 		$41.9M Sell
672,326
-7,571
-1% -$449K 2.27% 11
2022
Q3 		$32.9M Buy
679,897
+260,507
+62% +$14M 2.03% 15
2022
Q2 		$23.4M Buy
419,390
+36
+0% +$2.08K 1.28% 27
2022
Q1 		$26.7M Buy
419,354
+110,539
+36% +$6.34M 1.29% 27
2021
Q4 		$15.5M Buy
+308,815
New +$15.9M 0.74% 67

Other funds holding AGO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Reinhart Partners's AGO Position: Q3 2026 in Review

Reinhart Partners reduced its Assured Guaranty (AGO) stake by 4.6% in Q3 2026, selling an estimated $4.46M and leaving 1,188,700 shares worth $80.5M. The position accounts for 1.96% of the portfolio, ranked #22.

Reinhart Partners first reported a position in AGO in Q4 2021 and has held it in 20 quarters since. The position peaked at $113M in Q4 2025. 11 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • Reinhart Partners held 1,188,700 shares of Assured Guaranty worth $80.5M as of Q3 2026.
  • Reinhart Partners sold 57,481 Assured Guaranty shares in Q3 2026, an estimated $4.46M.
  • Assured Guaranty made up 1.96% of Reinhart Partners's portfolio in Q3 2026, its #22 holding.
  • Reinhart Partners first reported a position in Assured Guaranty in Q4 2021 and has held it in 20 quarters since.
  • Reinhart Partners's Assured Guaranty position peaked at $113M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Reinhart Partners's 13F filing for Q3 2026, filed 9 Oct 2026.