Position in AGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,159
-$52,598 QoQ
Shares Held
2,996
-16.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 368 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $1,447,481 across 4 Insurance - Specialty names. AGO ranks #4 (16.6% of the industry book) .
All Filings in AGO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,159 | 2,996 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,757 | 3,593 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $261,072 | 2,905 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $223,498 | 2,566 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,627 | 2,754 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $256,618 | 2,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $267,028 | 3,358 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $276,582 | 3,585 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $321,429 | 3,684 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $210,721 | 2,816 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||