GA
AGO icon

GoalVest Advisory’s Assured Guaranty AGO Stock Holding History

GoalVest Advisory’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 		$6.7K Buy
+99
New +$7.67K ﹤0.01% 508
2026
Q1 		– Sell
-266
Closed -$23.9K – 448
2025
Q4 		$23.9K Buy
+266
New +$22.9K ﹤0.01% 329

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

GoalVest Advisory's AGO Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Assured Guaranty (AGO) in Q3 2026: 99 shares worth $6.7K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in AGO as recently as Q4 2025.

GoalVest Advisory first reported a position in AGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.9K in Q4 2025. 9 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • GoalVest Advisory held 99 shares of Assured Guaranty worth $6.7K as of Q3 2026.
  • Assured Guaranty was a new GoalVest Advisory position in Q3 2026.
  • Assured Guaranty made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #508 holding.
  • GoalVest Advisory first reported a position in Assured Guaranty in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's Assured Guaranty position peaked at $23.9K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.