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Elevation Wealth Partners’s Assured Guaranty AGO Stock Holding History

Elevation Wealth Partners’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 		$40.1K Buy
592
+11
+2% +$853 0.01% 459
2026
Q2 		$46.6K Buy
581
+439
+309% +$34.7K 0.01% 317
2026
Q1 		$11.6K Sell
142
-117
-45% -$9.99K ﹤0.01% 484
2025
Q4 		$23.3K Buy
259
+244
+1,627% +$21K 0.01% 337
2025
Q3 		$1.27K Buy
+15
New +$1.25K ﹤0.01% 718

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
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

Elevation Wealth Partners's AGO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Assured Guaranty (AGO) stake by 1.9% in Q3 2026, buying an estimated $853 and bringing the position to 592 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #459.

Elevation Wealth Partners first reported a position in AGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $46.6K in Q2 2026. 9 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • Elevation Wealth Partners held 592 shares of Assured Guaranty worth $40.1K as of Q3 2026.
  • Elevation Wealth Partners bought 11 Assured Guaranty shares in Q3 2026, an estimated $853.
  • Assured Guaranty made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #459 holding.
  • Elevation Wealth Partners first reported a position in Assured Guaranty in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Assured Guaranty position peaked at $46.6K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.