YIH
AGO icon

Y-Intercept (HK)’s Assured Guaranty AGO Stock Holding History

Y-Intercept (HK)’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 		$1.58M Buy
19,699
+5,933
+43% +$468K 0.03% 832
2026
Q1 		$1.12M Sell
13,766
-31,698
-70% -$2.71M 0.02% 982
2025
Q4 		$4.09M Buy
45,464
+24,026
+112% +$2.07M 0.09% 297
2025
Q3 		$1.81M Buy
21,438
+17,049
+388% +$1.42M 0.04% 667
2025
Q2 		$382K Buy
+4,389
New +$374K 0.01% 1288
2024
Q4 		– Sell
-6,851
Closed -$545K – 1138
2024
Q3 		$545K Sell
6,851
-9,712
-59% -$766K 0.03% 740
2024
Q2 		$1.28M Buy
16,563
+5,521
+50% +$432K 0.07% 391
2024
Q1 		$963K Buy
+11,042
New +$930K 0.07% 405
2021
Q2 		– Sell
-5,797
Closed -$245K – 604
2021
Q1 		$245K Buy
+5,797
New +$232K 0.07% 484

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return