GI
AGO icon

GAMMA Investing’s Assured Guaranty AGO Stock Holding History

GAMMA Investing’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 		$236K Buy
3,482
+648
+23% +$50.2K 0.01% 1214
2026
Q2 		$227K Sell
2,834
-44
-2% -$3.47K 0.01% 1177
2026
Q1 		$234K Buy
2,878
+171
+6% +$14.6K 0.01% 1002
2025
Q4 		$243K Buy
2,707
+269
+11% +$23.2K 0.01% 900
2025
Q3 		$206K Sell
2,438
-290
-11% -$24.1K 0.01% 963
2025
Q2 		$238K Buy
2,728
+2
+0.1% +$170 0.02% 800
2025
Q1 		$240K Buy
2,726
+67
+3% +$6.01K 0.02% 682
2024
Q4 		$239K Buy
2,659
+750
+39% +$65.6K 0.02% 617
2024
Q3 		$152K Buy
1,909
+745
+64% +$58.7K 0.02% 753
2024
Q2 		$89.8K Buy
1,164
+147
+14% +$11.5K 0.01% 839
2024
Q1 		$88.7K Buy
1,017
+199
+24% +$16.8K 0.02% 708
2023
Q4 		$66.4K Buy
+818
New +$54K 0.02% 741

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's AGO Position: Q3 2026 in Review

GAMMA Investing increased its Assured Guaranty (AGO) stake by 23% in Q3 2026, buying an estimated $50.2K and bringing the position to 3,482 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #1214.

GAMMA Investing first reported a position in AGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $243K in Q4 2025. 11 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • GAMMA Investing held 3,482 shares of Assured Guaranty worth $236K as of Q3 2026.
  • GAMMA Investing bought 648 Assured Guaranty shares in Q3 2026, an estimated $50.2K.
  • Assured Guaranty made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1214 holding.
  • GAMMA Investing first reported a position in Assured Guaranty in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Assured Guaranty position peaked at $243K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.