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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
Q3 		– Sell
-11
Closed -$882 – 3146
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 – 2639
2024
Q2 		$154 Hold
2
– – ﹤0.01% 1517
2024
Q1 		$175 Buy
+2
New +$169 ﹤0.01% 2419

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CoreCap Advisors's AGO Position: Q3 2026 in Review

CoreCap Advisors sold out of Assured Guaranty (AGO) in Q3 2026, closing a stake of 11 shares — an estimated $882 sold.

CoreCap Advisors first reported a position in AGO in Q1 2024 and held it in 5 quarters. The position peaked at $882 in Q2 2026. 9 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • CoreCap Advisors reported no remaining Assured Guaranty position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 11 Assured Guaranty shares in Q3 2026, an estimated $882.
  • CoreCap Advisors first reported a position in Assured Guaranty in Q1 2024 and held it in 5 quarters.
  • CoreCap Advisors's Assured Guaranty position peaked at $882 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.