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Abound Wealth Management’s Assured Guaranty AGO Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-3
Closed -$270 – 1495
2025
Q4 		$270 Hold
3
– – ﹤0.01% 1085
2025
Q3 		$254 Hold
3
– – ﹤0.01% 1047
2025
Q2 		$262 Hold
3
– – ﹤0.01% 957
2025
Q1 		$265 Hold
3
– – ﹤0.01% 899
2024
Q4 		$271 Buy
+3
New +$263 ﹤0.01% 927
2024
Q2 		– Sell
-6
Closed -$524 – 1174
2024
Q1 		$524 Buy
+6
New +$506 ﹤0.01% 882
2023
Q4 		– Sell
-7
Closed -$424 – 1340
2023
Q3 		$424 Hold
7
– – ﹤0.01% 861
2023
Q2 		$391 Buy
+7
New +$372 ﹤0.01% 937

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Abound Wealth Management's AGO Position: Q1 2026 in Review

Abound Wealth Management sold out of Assured Guaranty (AGO) in Q1 2026, closing a stake of 3 shares — an estimated $270 sold.

Abound Wealth Management first reported a position in AGO in Q2 2023 and held it in 8 quarters. The position peaked at $524 in Q1 2024. 371 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • Abound Wealth Management reported no remaining Assured Guaranty position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 Assured Guaranty shares in Q1 2026, an estimated $270.
  • Abound Wealth Management first reported a position in Assured Guaranty in Q2 2023 and held it in 8 quarters.
  • Abound Wealth Management's Assured Guaranty position peaked at $524 in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.