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Evolve Private Wealth’s Assured Guaranty AGO Stock Holding History

Evolve Private Wealth’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 		$512K Sell
6,390
-2,746
-30% -$217K 0.03% 509
2026
Q1 		$744K Buy
9,136
+480
+6% +$41K 0.04% 417
2025
Q4 		$778K Buy
+8,656
New +$746K 0.05% 374

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Evolve Private Wealth's AGO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Assured Guaranty (AGO) stake by 30% in Q2 2026, selling an estimated $217K and leaving 6,390 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #509.

Evolve Private Wealth first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $778K in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Evolve Private Wealth held 6,390 shares of Assured Guaranty worth $512K as of Q2 2026.
  • Evolve Private Wealth sold 2,746 Assured Guaranty shares in Q2 2026, an estimated $217K.
  • Assured Guaranty made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #509 holding.
  • Evolve Private Wealth first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Assured Guaranty position peaked at $778K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.