CVA Family Office’s Assured Guaranty AGO Stock Holding History

CVA Family Office’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	$8.02K	Sell	100 -18	-15%	-$1.42K	﹤0.01%	1092
2026 Q1	$9.62K	Buy	118 +91	+337%	+$7.77K	﹤0.01%	1002
2025 Q4	$2.43K	Hold	27	–	–	﹤0.01%	960
2025 Q3	$2.29K	Hold	27	–	–	﹤0.01%	984
2025 Q2	$2.35K	Hold	27	–	–	﹤0.01%	970
2025 Q1	$2.38K	Hold	27	–	–	﹤0.01%	982
2024 Q4	$2.43K	Hold	27	–	–	﹤0.01%	959
2024 Q3	$2.15K	Hold	27	–	–	﹤0.01%	971
2024 Q2	$2.08K	Buy	27 +7	+35%	+$547	﹤0.01%	953
2024 Q1	$1.75K	Hold	20	–	–	﹤0.01%	947
2023 Q4	$1.5K	Buy	+20	New	+$1.32K	﹤0.01%	936
2023 Q3	–	Sell	-20	Closed	-$1.12K	–	242
2023 Q2	$1.12K	Hold	20	–	–	﹤0.01%	927
2023 Q1	$1K	Hold	20	–	–	﹤0.01%	904
2022 Q4	$1.25K	Hold	20	–	–	﹤0.01%	852
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	829
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	850
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	901
2021 Q4	$1K	Buy	+20	New	+$1.03K	﹤0.01%	862
2021 Q3	–	Sell	-20	Closed	-$1K	–	368
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	904
2021 Q1	$1K	Buy	+20	New	+$800	﹤0.01%	737

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

CVA Family Office's AGO Position: Q2 2026 in Review

CVA Family Office reduced its Assured Guaranty (AGO) stake by 15% in Q2 2026, selling an estimated $1.42K and leaving 100 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

CVA Family Office first reported a position in AGO in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.62K in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

CVA Family Office held 100 shares of Assured Guaranty worth $8.02K as of Q2 2026.
CVA Family Office sold 18 Assured Guaranty shares in Q2 2026, an estimated $1.42K.
Assured Guaranty made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1092 holding.
CVA Family Office first reported a position in Assured Guaranty in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Assured Guaranty position peaked at $9.62K in Q1 2026.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.