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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
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 $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Elevation Wealth Partners's AGO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Assured Guaranty (AGO) stake by 309% in Q2 2026, buying an estimated $34.7K and bringing the position to 581 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #317.

Elevation Wealth Partners first reported a position in AGO in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Elevation Wealth Partners held 581 shares of Assured Guaranty worth $46.6K as of Q2 2026.
  • Elevation Wealth Partners bought 439 Assured Guaranty shares in Q2 2026, an estimated $34.7K.
  • Assured Guaranty made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #317 holding.
  • Elevation Wealth Partners first reported a position in Assured Guaranty in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.