Essential Partners’s Assured Guaranty AGO Stock Holding History

Essential 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	$17.8K	Buy	263 +26	+11%	+$2.02K	0.01%	961
2026 Q2	$19K	Buy	237 +62	+35%	+$4.9K	0.01%	930
2026 Q1	$14.3K	Sell	175 -96	-35%	-$8.19K	﹤0.01%	1064
2025 Q4	$24.4K	Sell	271 -56	-17%	-$4.83K	0.01%	836
2025 Q3	$27.7K	Buy	327 +47	+17%	+$3.91K	0.01%	789
2025 Q2	$24.4K	Buy	+280	New	+$23.9K	0.01%	616

Other funds holding AGO

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Essential Partners's AGO Position: Q3 2026 in Review

Essential Partners increased its Assured Guaranty (AGO) stake by 11% in Q3 2026, buying an estimated $2.02K and bringing the position to 263 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #961.

Essential Partners first reported a position in AGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $27.7K in Q3 2025. 20 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

Essential Partners held 263 shares of Assured Guaranty worth $17.8K as of Q3 2026.
Essential Partners bought 26 Assured Guaranty shares in Q3 2026, an estimated $2.02K.
Assured Guaranty made up 0.01% of Essential Partners's portfolio in Q3 2026, its #961 holding.
Essential Partners first reported a position in Assured Guaranty in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Assured Guaranty position peaked at $27.7K in Q3 2025.
20 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.