AW
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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
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

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

Avion Wealth's AGO Position: Q2 2026 in Review

Avion Wealth opened a new position in Assured Guaranty (AGO) in Q2 2026: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: Avion Wealth previously reported a position in AGO as recently as Q1 2024.

Avion Wealth first reported a position in AGO in Q3 2023 and has held it in 3 quarters since. The position peaked at $1K in Q1 2024. 371 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Avion Wealth held 7 shares of Assured Guaranty worth $0 as of Q2 2026.
  • Assured Guaranty was a new Avion Wealth position in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1403 holding.
  • Avion Wealth first reported a position in Assured Guaranty in Q3 2023 and has held it in 3 quarters since.
  • Avion Wealth's Assured Guaranty position peaked at $1K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.