Rothwell Investment Advisors, LLC’s Assured Guaranty AGO Stock Holding History

Rothwell Investment Advisors, 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	$26.8K	Buy	+396	New	+$30.7K	0.01%	561

Other funds holding AGO

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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AGO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Assured Guaranty (AGO) in Q3 2026: 396 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

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

Rothwell Investment Advisors, LLC held 396 shares of Assured Guaranty worth $26.8K as of Q3 2026.
Assured Guaranty was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Assured Guaranty made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #561 holding.
148 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.