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Bruce G. Allen Investments’s Assured Guaranty AGO Stock Holding History

Bruce G. Allen Investments’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
Q1 		$1.22K Sell
15
-3
-17% -$256 ﹤0.01% 779
2025
Q4 		$1.62K Sell
18
-1
-5% -$86 ﹤0.01% 727
2025
Q3 		$1.61K Sell
19
-1
-5% -$83 ﹤0.01% 739
2025
Q2 		$1.74K Hold
20
– – ﹤0.01% 731
2025
Q1 		$1.76K Buy
20
+1
+5% +$90 ﹤0.01% 725
2024
Q4 		$1.71K Buy
19
+5
+36% +$438 ﹤0.01% 737
2024
Q3 		$1.11K Buy
+14
New +$1.1K ﹤0.01% 800

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bruce G. Allen Investments's AGO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Assured Guaranty (AGO) stake by 17% in Q1 2026, selling an estimated $256 and leaving 15 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Bruce G. Allen Investments first reported a position in AGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.76K in Q1 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • Bruce G. Allen Investments held 15 shares of Assured Guaranty worth $1.22K as of Q1 2026.
  • Bruce G. Allen Investments sold 3 Assured Guaranty shares in Q1 2026, an estimated $256.
  • Assured Guaranty made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #779 holding.
  • Bruce G. Allen Investments first reported a position in Assured Guaranty in Q3 2024 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's Assured Guaranty position peaked at $1.76K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.