Cetera Investment Advisers’s Assured Guaranty AGO Stock Holding History

Cetera Investment Advisers’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	$433K	Sell	5,397 -456	-8%	-$36K	﹤0.01%	3829
2026 Q1	$477K	Buy	5,853 +230	+4%	+$19.6K	﹤0.01%	3558
2025 Q4	$505K	Buy	5,623 +476	+9%	+$41K	﹤0.01%	3428
2025 Q3	$436K	Buy	5,147 +222	+5%	+$18.4K	﹤0.01%	3488
2025 Q2	$429K	Sell	4,925 -289	-6%	-$24.6K	﹤0.01%	3086
2025 Q1	$459K	Buy	5,214 +1,140	+28%	+$102K	﹤0.01%	2916
2024 Q4	$367K	Buy	4,074 +266	+7%	+$23.3K	﹤0.01%	2943
2024 Q3	$303K	Sell	3,808 -671	-15%	-$52.9K	﹤0.01%	3057
2024 Q2	$346K	Buy	4,479 +45	+1%	+$3.52K	﹤0.01%	2913
2024 Q1	$387K	Buy	+4,434	New	+$374K	﹤0.01%	2810

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

Cetera Investment Advisers's AGO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Assured Guaranty (AGO) stake by 7.8% in Q2 2026, selling an estimated $36K and leaving 5,397 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

Cetera Investment Advisers first reported a position in AGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $505K in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Cetera Investment Advisers held 5,397 shares of Assured Guaranty worth $433K as of Q2 2026.
Cetera Investment Advisers sold 456 Assured Guaranty shares in Q2 2026, an estimated $36K.
Assured Guaranty made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3829 holding.
Cetera Investment Advisers first reported a position in Assured Guaranty in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Assured Guaranty position peaked at $505K in Q4 2025.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.