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CBIZ Investment Advisory Services’s Assured Guaranty AGO Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-92
Closed -$8.27K – 427
2025
Q4 		$8.27K Buy
+92
New +$7.93K ﹤0.01% 417

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

CBIZ Investment Advisory Services's AGO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Assured Guaranty (AGO) in Q1 2026, closing a stake of 92 shares — an estimated $8.27K sold.

CBIZ Investment Advisory Services first reported a position in AGO in Q4 2025 and held it in 1 quarter. The position peaked at $8.27K in Q4 2025. 369 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Assured Guaranty position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 92 Assured Guaranty shares in Q1 2026, an estimated $8.27K.
  • CBIZ Investment Advisory Services first reported a position in Assured Guaranty in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Assured Guaranty position peaked at $8.27K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.