EWM
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Empirical Wealth Management’s Assured Guaranty AGO Stock Holding History

Empirical Wealth Management’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 		$308K Sell
3,843
-700
-15% -$55.3K ﹤0.01% 858
2026
Q1 		$370K Buy
4,543
+2,188
+93% +$187K 0.01% 699
2025
Q4 		$212K Buy
+2,355
New +$203K ﹤0.01% 845

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Empirical Wealth Management's AGO Position: Q2 2026 in Review

Empirical Wealth Management reduced its Assured Guaranty (AGO) stake by 15% in Q2 2026, selling an estimated $55.3K and leaving 3,843 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Empirical Wealth Management first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q1 2026. 129 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Empirical Wealth Management held 3,843 shares of Assured Guaranty worth $308K as of Q2 2026.
  • Empirical Wealth Management sold 700 Assured Guaranty shares in Q2 2026, an estimated $55.3K.
  • Assured Guaranty made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #858 holding.
  • Empirical Wealth Management first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Assured Guaranty position peaked at $370K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.