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Sagewood Asset Management’s Assured Guaranty AGO Stock Holding History

Sagewood Asset 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
2026
Q2 		$422K Sell
5,259
-2,477
-32% -$196K 0.1% 211
2026
Q1 		$630K Buy
7,736
+398
+5% +$34K 0.2% 102
2025
Q4 		$659K Buy
+7,338
New +$633K 0.23% 77

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sagewood Asset Management's AGO Position: Q2 2026 in Review

Sagewood Asset Management reduced its Assured Guaranty (AGO) stake by 32% in Q2 2026, selling an estimated $196K and leaving 5,259 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #211.

Sagewood Asset Management first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $659K in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Sagewood Asset Management held 5,259 shares of Assured Guaranty worth $422K as of Q2 2026.
  • Sagewood Asset Management sold 2,477 Assured Guaranty shares in Q2 2026, an estimated $196K.
  • Assured Guaranty made up 0.1% of Sagewood Asset Management's portfolio in Q2 2026, its #211 holding.
  • Sagewood Asset Management first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Assured Guaranty position peaked at $659K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.