Garde Capital’s Assured Guaranty AGO Stock Holding History

Garde Capital’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 Q3	–	Sell	-20	Closed	-$1.74K	–	258
2025 Q2	$1.74K	Hold	20	–	–	﹤0.01%	636
2025 Q1	$1.76K	Buy	+20	New	+$1.79K	﹤0.01%	612

Other funds holding AGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RRAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Garde Capital's AGO Position: Q3 2025 in Review

Garde Capital sold out of Assured Guaranty (AGO) in Q3 2025, closing a stake of 20 shares — an estimated $1.74K sold.

Garde Capital first reported a position in AGO in Q1 2025 and held it in 2 quarters. The position peaked at $1.76K in Q1 2025. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

Garde Capital reported no remaining Assured Guaranty position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 20 Assured Guaranty shares in Q3 2025, an estimated $1.74K.
Garde Capital first reported a position in Assured Guaranty in Q1 2025 and held it in 2 quarters.
Garde Capital's Assured Guaranty position peaked at $1.76K in Q1 2025.
336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.