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Avion Wealth’s Assured Guaranty AGO Stock Holding History

Avion Wealth’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 		– Sell
-7
Closed – – 1391
2026
Q2 		$0 Buy
+7
New +$553 ﹤0.01% 1403
2024
Q2 		– Sell
-6
Closed -$1K – 874
2024
Q1 		$1K Buy
+6
New +$506 ﹤0.01% 826
2023
Q4 		– Sell
-8
Closed – – 1066
2023
Q3 		$0 Buy
+8
New +$475 ﹤0.01% 778

Other funds holding AGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Avion Wealth's AGO Position: Q3 2026 in Review

Avion Wealth sold out of Assured Guaranty (AGO) in Q3 2026, closing a stake of 7 shares.

Avion Wealth first reported a position in AGO in Q3 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 187 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • Avion Wealth reported no remaining Assured Guaranty position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 7 Assured Guaranty shares in Q3 2026.
  • Avion Wealth first reported a position in Assured Guaranty in Q3 2023 and held it in 3 quarters.
  • Avion Wealth's Assured Guaranty position peaked at $1K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.