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Basecamp Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Basecamp Wealth Advisors’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 		$10.6K Sell
132
-53
-29% -$4.18K ﹤0.01% 994
2026
Q1 		$15.1K Buy
185
+64
+53% +$5.46K ﹤0.01% 906
2025
Q4 		$10.9K Buy
+121
New +$10.4K ﹤0.01% 940

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

Basecamp Wealth Advisors's AGO Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Assured Guaranty (AGO) stake by 29% in Q2 2026, selling an estimated $4.18K and leaving 132 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Basecamp Wealth Advisors first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Basecamp Wealth Advisors held 132 shares of Assured Guaranty worth $10.6K as of Q2 2026.
  • Basecamp Wealth Advisors sold 53 Assured Guaranty shares in Q2 2026, an estimated $4.18K.
  • Assured Guaranty made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #994 holding.
  • Basecamp Wealth Advisors first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Assured Guaranty position peaked at $15.1K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.