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Allworth Financial’s Assured Guaranty AGO Stock Holding History

Allworth Financial’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 		$76K Sell
949
-230
-20% -$18.2K ﹤0.01% 2140
2026
Q1 		$96.1K Buy
1,179
+303
+35% +$25.9K ﹤0.01% 1852
2025
Q4 		$78.7K Buy
876
+85
+11% +$7.33K ﹤0.01% 1904
2025
Q3 		$67K Buy
791
+73
+10% +$6.07K ﹤0.01% 1920
2025
Q2 		$62.5K Buy
718
+1
+0.1% +$85 ﹤0.01% 1814
2025
Q1 		$62.1K Buy
717
+155
+28% +$13.9K ﹤0.01% 1451
2024
Q4 		$51.8K Buy
562
+58
+12% +$5.08K ﹤0.01% 1557
2024
Q3 		$40.1K Sell
504
-36
-7% -$2.84K ﹤0.01% 1516
2024
Q2 		$42.9K Buy
540
+42
+8% +$3.28K ﹤0.01% 1447
2024
Q1 		$43.5K Buy
498
+32
+7% +$2.7K ﹤0.01% 1351
2023
Q4 		$34.9K Buy
466
+118
+34% +$7.8K ﹤0.01% 1342
2023
Q3 		$21.1K Buy
348
+332
+2,075% +$19.7K ﹤0.01% 1482
2023
Q2 		$901 Buy
16
+4
+33% +$213 ﹤0.01% 2759
2023
Q1 		$607 Buy
+12
New +$697 ﹤0.01% 2807

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
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

Allworth Financial's AGO Position: Q2 2026 in Review

Allworth Financial reduced its Assured Guaranty (AGO) stake by 20% in Q2 2026, selling an estimated $18.2K and leaving 949 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Allworth Financial first reported a position in AGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $96.1K in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Allworth Financial held 949 shares of Assured Guaranty worth $76K as of Q2 2026.
  • Allworth Financial sold 230 Assured Guaranty shares in Q2 2026, an estimated $18.2K.
  • Assured Guaranty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2140 holding.
  • Allworth Financial first reported a position in Assured Guaranty in Q1 2023 and has held it in 14 quarters since.
  • Allworth Financial's Assured Guaranty position peaked at $96.1K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.