Bell Investment Advisors’s Assured Guaranty AGO Stock Holding History

Bell Investment 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	$2.33K	Sell	29 -15	-34%	-$1.18K	﹤0.01%	1288
2026 Q1	$3.59K	Hold	44	–	–	﹤0.01%	1105
2025 Q4	$3.96K	Buy	44 +15	+52%	+$1.29K	﹤0.01%	1071
2025 Q3	$2.46K	Sell	29 -15	-34%	-$1.25K	﹤0.01%	1261
2025 Q2	$3.83K	Hold	44	–	–	﹤0.01%	1109
2025 Q1	$3.88K	Hold	44	–	–	﹤0.01%	1027
2024 Q4	$3.96K	Buy	44 +15	+52%	+$1.31K	﹤0.01%	1034
2024 Q3	$2.31K	Hold	29	–	–	﹤0.01%	1293
2024 Q2	$2.24K	Hold	29	–	–	﹤0.01%	1308
2024 Q1	$2.53K	Hold	29	–	–	﹤0.01%	1243
2023 Q4	$2.17K	Hold	29	–	–	﹤0.01%	1295
2023 Q3	$1.76K	Sell	29 -23	-44%	-$1.37K	﹤0.01%	1342
2023 Q2	$2.9K	Hold	52	–	–	﹤0.01%	1108
2023 Q1	$2.62K	Sell	52 -18	-26%	-$1.05K	﹤0.01%	1110
2022 Q4	$4.36K	Buy	70 +18	+35%	+$1.07K	﹤0.01%	883
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	865
2022 Q2	$3K	Buy	+52	New	+$3K	﹤0.01%	891
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	937
2021 Q3	$2K	Buy	+52	New	+$2.48K	﹤0.01%	1011

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

Bell Investment Advisors's AGO Position: Q2 2026 in Review

Bell Investment Advisors reduced its Assured Guaranty (AGO) stake by 34% in Q2 2026, selling an estimated $1.18K and leaving 29 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Bell Investment Advisors first reported a position in AGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.36K in Q4 2022. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Bell Investment Advisors held 29 shares of Assured Guaranty worth $2.33K as of Q2 2026.
Bell Investment Advisors sold 15 Assured Guaranty shares in Q2 2026, an estimated $1.18K.
Assured Guaranty made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1288 holding.
Bell Investment Advisors first reported a position in Assured Guaranty in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Assured Guaranty position peaked at $4.36K in Q4 2022.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.