EWA
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EverSource Wealth Advisors’s Assured Guaranty AGO Stock Holding History

EverSource Wealth Advisors’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 		$69.8K Buy
871
+39
+5% +$3.08K ﹤0.01% 1572
2026
Q1 		$67.8K Buy
832
+66
+9% +$5.63K ﹤0.01% 1673
2025
Q4 		$68.8K Sell
766
-79
-9% -$6.81K ﹤0.01% 1521
2025
Q3 		$71.5K Sell
845
-23
-3% -$1.91K ﹤0.01% 1455
2025
Q2 		$75.6K Buy
868
+433
+100% +$36.9K ﹤0.01% 1360
2025
Q1 		$38.3K Sell
435
-36
-8% -$3.23K ﹤0.01% 1369
2024
Q4 		$42.4K Buy
471
+149
+46% +$13K ﹤0.01% 1261
2024
Q3 		$25.6K Sell
322
-6
-2% -$473 ﹤0.01% 1363
2024
Q2 		$27K Buy
328
+6
+2% +$469 ﹤0.01% 1362
2024
Q1 		$24.7K Sell
322
-19
-6% -$1.6K ﹤0.01% 1266
2023
Q4 		$25.5K Buy
341
+8
+2% +$529 ﹤0.01% 1134
2023
Q3 		$20.2K Sell
333
-84
-20% -$4.99K ﹤0.01% 1123
2023
Q2 		$23.3K Buy
417
+12
+3% +$638 ﹤0.01% 1097
2023
Q1 		$20.4K Sell
405
-241
-37% -$14K ﹤0.01% 1078
2022
Q4 		$40.2K Hold
646
– – 0.01% 839
2022
Q3 		$31K Buy
646
+67
+12% +$3.6K 0.01% 754
2022
Q2 		$32K Hold
579
– – 0.01% 707
2022
Q1 		$37K Hold
579
– – 0.01% 517
2021
Q4 		$29K Buy
+579
New +$29.8K 0.01% 542

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

EverSource Wealth Advisors's AGO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Assured Guaranty (AGO) stake by 4.7% in Q2 2026, buying an estimated $3.08K and bringing the position to 871 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

EverSource Wealth Advisors first reported a position in AGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $75.6K in Q2 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • EverSource Wealth Advisors held 871 shares of Assured Guaranty worth $69.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 39 Assured Guaranty shares in Q2 2026, an estimated $3.08K.
  • Assured Guaranty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1572 holding.
  • EverSource Wealth Advisors first reported a position in Assured Guaranty in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Assured Guaranty position peaked at $75.6K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.