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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Essential Partners's AGO Position: Q2 2026 in Review

Essential Partners increased its Assured Guaranty (AGO) stake by 35% in Q2 2026, buying an estimated $4.9K and bringing the position to 237 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #930.

Essential Partners first reported a position in AGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.7K in Q3 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Essential Partners held 237 shares of Assured Guaranty worth $19K as of Q2 2026.
  • Essential Partners bought 62 Assured Guaranty shares in Q2 2026, an estimated $4.9K.
  • Assured Guaranty made up 0.01% of Essential Partners's portfolio in Q2 2026, its #930 holding.
  • Essential Partners first reported a position in Assured Guaranty in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Assured Guaranty position peaked at $27.7K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.