Superior Planning, LLC’s Assured Guaranty AGO Stock Holding History

Superior Planning, 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 Q3	$1.69K	Buy	+25	New	+$1.94K	﹤0.01%	1611

Other funds holding AGO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Superior Planning, LLC's AGO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Assured Guaranty (AGO) in Q3 2026: 25 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings.

226 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

Superior Planning, LLC held 25 shares of Assured Guaranty worth $1.69K as of Q3 2026.
Assured Guaranty was a new Superior Planning, LLC position in Q3 2026.
Assured Guaranty made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1611 holding.
226 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.