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Rothschild Investment LLC’s Assured Guaranty AGO Stock Holding History

Rothschild Investment LLC’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 		$392K Buy
4,884
+3,605
+282% +$285K 0.01% 684
2026
Q1 		$104K Buy
1,279
+75
+6% +$6.4K 0.01% 867
2025
Q4 		$108K Sell
1,204
-12
-1% -$1.03K 0.01% 784
2025
Q3 		$103K Buy
1,216
+1,206
+12,060% +$100K 0.01% 789
2025
Q2 		$871 Hold
10
– – ﹤0.01% 2541
2025
Q1 		$881 Hold
10
– – ﹤0.01% 2410
2024
Q4 		$900 Hold
10
– – ﹤0.01% 2271
2024
Q3 		$795 Hold
10
– – ﹤0.01% 2315
2024
Q2 		$772 Buy
+10
New +$782 ﹤0.01% 1795

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Rothschild Investment LLC's AGO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Assured Guaranty (AGO) stake by 282% in Q2 2026, buying an estimated $285K and bringing the position to 4,884 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #684.

Rothschild Investment LLC first reported a position in AGO in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Rothschild Investment LLC held 4,884 shares of Assured Guaranty worth $392K as of Q2 2026.
  • Rothschild Investment LLC bought 3,605 Assured Guaranty shares in Q2 2026, an estimated $285K.
  • Assured Guaranty made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #684 holding.
  • Rothschild Investment LLC first reported a position in Assured Guaranty in Q2 2024 and has held it in 9 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.