Carson Wealth (CWM LLC)’s Assured Guaranty AGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
12,987
+1,371
| +12% | +$117K | ﹤0.01% | 1502 |
|
|
2025
Q4 | $1.04M | Sell |
11,616
-1,360
| -10% | -$117K | ﹤0.01% | 1474 |
|
|
2025
Q3 | $1.1M | Buy |
12,976
+3,480
| +37% | +$289K | ﹤0.01% | 1352 |
|
|
2025
Q2 | $827K | Sell |
9,496
-4,155
| -30% | -$354K | ﹤0.01% | 1346 |
|
|
2025
Q1 | $1.2M | Sell |
13,651
-1,585
| -10% | -$142K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $1.37M | Buy |
15,236
+4,620
| +44% | +$404K | 0.01% | 935 |
|
|
2024
Q3 | $844K | Buy |
10,616
+8,651
| +440% | +$682K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $152K | Buy |
1,965
+1,656
| +536% | +$129K | ﹤0.01% | 1729 |
|
|
2024
Q1 | $27K | Buy |
309
+54
| +21% | +$4.55K | ﹤0.01% | 2693 |
|
|
2023
Q4 | $19K | Sell |
255
-50
| -16% | -$3.3K | ﹤0.01% | 2788 |
|
|
2023
Q3 | $18K | Buy |
305
+8
| +3% | +$475 | ﹤0.01% | 2732 |
|
|
2023
Q2 | $17K | Buy |
297
+22
| +8% | +$1.17K | ﹤0.01% | 2730 |
|
|
2023
Q1 | $14K | Buy |
275
+16
| +6% | +$930 | ﹤0.01% | 2725 |
|
|
2022
Q4 | $16K | Buy |
259
+95
| +58% | +$5.63K | ﹤0.01% | 2496 |
|
|
2022
Q3 | $8K | Sell |
164
-244
| -60% | -$13.1K | ﹤0.01% | 2790 |
|
|
2022
Q2 | $23K | Buy |
408
+3
| +0.7% | +$173 | ﹤0.01% | 2021 |
|
|
2022
Q1 | $26K | Buy |
405
+291
| +255% | +$16.7K | ﹤0.01% | 1907 |
|
|
2021
Q4 | $6K | Buy |
+114
| New | +$5.87K | ﹤0.01% | 2602 |
|
|
2021
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2020
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2020
Q3 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2020
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2020
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2019
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2019
Q3 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2019
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 2170 |
|
|
2019
Q1 | $8K | Sell |
174
-124
| -42% | -$5.17K | ﹤0.01% | 2170 |
|
|
2018
Q4 | $11K | Buy |
298
+83
| +39% | +$3.31K | ﹤0.01% | 1293 |
|
|
2018
Q3 | $9K | Buy |
215
+53
| +33% | +$2.1K | ﹤0.01% | 1175 |
|
|
2018
Q2 | $6K | Hold |
162
| – | – | ﹤0.01% | 1133 |
|
|
2018
Q1 | $6K | Hold |
162
| – | – | ﹤0.01% | 958 |
|
|
2017
Q4 | $5K | Buy |
+162
| New | +$5.87K | ﹤0.01% | 1067 |
|
Other funds holding AGO
RRAM
RP
RA
Carson Wealth (CWM LLC)'s AGO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Assured Guaranty (AGO) stake by 12% in Q1 2026, buying an estimated $117K and bringing the position to 12,987 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1502.
Carson Wealth (CWM LLC) first reported a position in AGO in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.37M in Q4 2024. 371 funds tracked by Wall St. Rank hold AGO as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,987 shares of Assured Guaranty worth $1.06M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,371 Assured Guaranty shares in Q1 2026, an estimated $117K.
- Assured Guaranty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1502 holding.
- Carson Wealth (CWM LLC) first reported a position in Assured Guaranty in Q4 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Assured Guaranty position peaked at $1.37M in Q4 2024.
- 371 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.