Financial Consulate’s Assured Guaranty AGO Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-12	Closed	-$1.02K	–	1344
2025 Q3	$1.02K	Buy	+12	New	+$997	﹤0.01%	864

Other funds holding AGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Financial Consulate's AGO Position: Q4 2025 in Review

Financial Consulate sold out of Assured Guaranty (AGO) in Q4 2025, closing a stake of 12 shares — an estimated $1.02K sold.

Financial Consulate first reported a position in AGO in Q3 2025 and held it in 1 quarter. The position peaked at $1.02K in Q3 2025. 363 funds tracked by Wall St. Rank hold AGO as of Q4 2025.

Financial Consulate reported no remaining Assured Guaranty position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 12 Assured Guaranty shares in Q4 2025, an estimated $1.02K.
Financial Consulate first reported a position in Assured Guaranty in Q3 2025 and held it in 1 quarter.
Financial Consulate's Assured Guaranty position peaked at $1.02K in Q3 2025.
363 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.