CoreCap Advisors’s Assured Guaranty AGO Stock Holding History

CoreCap Advisors’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	$882	Buy	+11	New	+$869	﹤0.01%	2725
2025 Q3	–	Sell	-5	Closed	-$436	–	2790
2025 Q2	$436	Hold	5	–	–	﹤0.01%	2534
2025 Q1	$440	Buy	+5	New	+$448	﹤0.01%	2728
2024 Q3	–	Sell	-2	Closed	-$154	–	2640
2024 Q2	$154	Hold	2	–	–	﹤0.01%	1517
2024 Q1	$175	Buy	+2	New	+$169	﹤0.01%	2419

Other funds holding AGO

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return