Action Point Financial Planning’s Assured Guaranty AGO Stock Holding History

Action Point Financial Planning’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 Q2	$3.21K	Buy	+43	New	+$3.4K	﹤0.01%	2021

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Action Point Financial Planning's AGO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Assured Guaranty (AGO) in Q2 2026: 43 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #2021 among its holdings.

368 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Action Point Financial Planning held 43 shares of Assured Guaranty worth $3.21K as of Q2 2026.
Assured Guaranty was a new Action Point Financial Planning position in Q2 2026.
Assured Guaranty made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2021 holding.
368 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.