Position in AGO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,002,000
-$222,725 QoQ
Shares Held
12,500
-16.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#135
of 368 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $2,061,316 across 3 Insurance - Specialty names. AGO ranks #1 (48.6% of the industry book) .
All Filings in AGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,000 | 12,500 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,224,725 | 15,031 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,348,050 | 15,000 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,269,750 | 15,000 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,306,500 | 15,000 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,321,500 | 15,000 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,351,410 | 15,014 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||