Corient Private Wealth
AGO icon

Corient Private Wealth’s Assured Guaranty AGO Stock Holding History

Corient Private Wealth’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 		$5.84M Sell
74,358
-43,140
-37% -$3.68M 0.01% 796
2025
Q4 		$4.4M Buy
117,498
+98,073
+505% +$8.46M ﹤0.01% 1111
2025
Q3 		$1.64M Buy
19,425
+2,543
+15% +$211K ﹤0.01% 1158
2025
Q2 		$1.47M Buy
16,882
+8,171
+94% +$696K ﹤0.01% 1180
2025
Q1 		$767K Sell
8,711
-8,924
-51% -$800K ﹤0.01% 1395
2024
Q4 		$991K Sell
17,635
-3,839
-18% -$336K ﹤0.01% 1324
2024
Q3 		$1.71M Sell
21,474
-858
-4% -$67.7K ﹤0.01% 1168
2024
Q2 		$1.72M Buy
22,332
+1,228
+6% +$96K ﹤0.01% 1089
2024
Q1 		$1.84M Sell
21,104
-197
-0.9% -$16.6K ﹤0.01% 1056
2023
Q4 		$1.59M Sell
21,301
-99
-0.5% -$6.54K ﹤0.01% 1108
2023
Q3 		$1.3M Sell
21,400
-34
-0.2% -$2.02K ﹤0.01% 1100
2023
Q2 		$1.2M Sell
21,434
-387
-2% -$20.6K ﹤0.01% 1086
2023
Q1 		$1.1M Buy
21,821
+2,656
+14% +$154K ﹤0.01% 1050
2022
Q4 		$1.19M Buy
+19,165
New +$1.14M ﹤0.01% 856

Other funds holding AGO

BlackRock
BlackRock New York $5.7T 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 $8.82B AUM 7.52% 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