Forum Financial Management
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Forum Financial Management’s Assured Guaranty AGO Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,572
Closed -$231K – 351
2025
Q4 		$231K Hold
2,572
– – ﹤0.01% 887
2025
Q3 		$218K Buy
2,572
+1
+0% +$83 ﹤0.01% 921
2025
Q2 		$224K Hold
2,571
– – ﹤0.01% 840
2025
Q1 		$227K Hold
2,571
– – ﹤0.01% 751
2024
Q4 		$231K Buy
+2,571
New +$225K ﹤0.01% 770
2024
Q2 		– Sell
-2,464
Closed -$215K – 718
2024
Q1 		$215K Buy
+2,464
New +$208K ﹤0.01% 671

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
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Forum Financial Management's AGO Position: Q1 2026 in Review

Forum Financial Management sold out of Assured Guaranty (AGO) in Q1 2026, closing a stake of 2,572 shares — an estimated $231K sold.

Forum Financial Management first reported a position in AGO in Q1 2024 and held it in 6 quarters. The position peaked at $231K in Q4 2024. 371 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • Forum Financial Management reported no remaining Assured Guaranty position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,572 Assured Guaranty shares in Q1 2026, an estimated $231K.
  • Forum Financial Management first reported a position in Assured Guaranty in Q1 2024 and held it in 6 quarters.
  • Forum Financial Management's Assured Guaranty position peaked at $231K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.