Fortitude Family Office’s Assured Guaranty AGO Stock Holding History

Fortitude Family Office’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	$3.32K	Buy	49 +4	+9%	+$310	﹤0.01%	1781
2026 Q2	$3.61K	Sell	45 -9	-17%	-$711	﹤0.01%	1230
2026 Q1	$4.4K	Buy	54 +35	+184%	+$2.99K	﹤0.01%	971
2025 Q4	$1.71K	Sell	19 -10	-34%	-$862	﹤0.01%	1238
2025 Q3	$2.46K	Buy	29 +3	+12%	+$249	﹤0.01%	1119
2025 Q2	$2.27K	Buy	+26	New	+$2.21K	﹤0.01%	1138

Other funds holding AGO

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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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

Fortitude Family Office's AGO Position: Q3 2026 in Review

Fortitude Family Office increased its Assured Guaranty (AGO) stake by 8.9% in Q3 2026, buying an estimated $310 and bringing the position to 49 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Fortitude Family Office first reported a position in AGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.4K in Q1 2026. 24 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

Fortitude Family Office held 49 shares of Assured Guaranty worth $3.32K as of Q3 2026.
Fortitude Family Office bought 4 Assured Guaranty shares in Q3 2026, an estimated $310.
Assured Guaranty made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1781 holding.
Fortitude Family Office first reported a position in Assured Guaranty in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Assured Guaranty position peaked at $4.4K in Q1 2026.
24 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.