Cerity Partners’s Assured Guaranty AGO Stock Holding History

Cerity Partners’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	$3.99M	Sell	49,778 -4,751	-9%	-$375K	﹤0.01%	1207
2026 Q1	$4.44M	Sell	54,529 -1,738	-3%	-$148K	0.01%	1071
2025 Q4	$5.06M	Sell	56,267 -106,348	-65%	-$9.17M	0.01%	916
2025 Q3	$13.8M	Buy	162,615 +111,498	+218%	+$9.27M	0.02%	473
2025 Q2	$4.45M	Sell	51,117 -70,153	-58%	-$5.98M	0.01%	858
2025 Q1	$10.7M	Sell	121,270 -53,988	-31%	-$4.84M	0.02%	472
2024 Q4	$14.1M	Buy	175,258 +811	+0.5%	+$71K	0.03%	395
2024 Q3	$13.9M	Buy	174,447 +92,408	+113%	+$7.29M	0.03%	403
2024 Q2	$6.33M	Sell	82,039 -392,642	-83%	-$30.7M	0.02%	541
2024 Q1	$41.4M	Buy	+474,681	New	+$40M	0.11%	183
2023 Q2	–	Sell	-1,171	Closed	-$619K	–	1637
2023 Q1	$619K	Buy	+1,171	New	+$68K	﹤0.01%	1190

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cerity Partners's AGO Position: Q2 2026 in Review

Cerity Partners reduced its Assured Guaranty (AGO) stake by 8.7% in Q2 2026, selling an estimated $375K and leaving 49,778 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Cerity Partners first reported a position in AGO in Q1 2023 and has held it in 11 quarters since. The position peaked at $41.4M in Q1 2024. 346 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Cerity Partners held 49,778 shares of Assured Guaranty worth $3.99M as of Q2 2026.
Cerity Partners sold 4,751 Assured Guaranty shares in Q2 2026, an estimated $375K.
Assured Guaranty made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1207 holding.
Cerity Partners first reported a position in Assured Guaranty in Q1 2023 and has held it in 11 quarters since.
Cerity Partners's Assured Guaranty position peaked at $41.4M in Q1 2024.
346 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.