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JFS Wealth Advisors’s Assured Guaranty AGO Stock Holding History

JFS Wealth Advisors’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
Q2 		$5.53K Hold
69
– – ﹤0.01% 1240
2026
Q1 		$5.62K Sell
69
-23
-25% -$1.96K ﹤0.01% 1155
2025
Q4 		$8.27K Buy
92
+19
+26% +$1.64K ﹤0.01% 1047
2025
Q3 		$6.18K Hold
73
– – ﹤0.01% 1043
2025
Q2 		$6.36K Hold
73
– – ﹤0.01% 1003
2025
Q1 		$6.43K Hold
73
– – ﹤0.01% 1025
2024
Q4 		$6.57K Hold
73
– – ﹤0.01% 1008
2024
Q3 		$5.8K Buy
73
+2
+3% +$158 ﹤0.01% 1070
2024
Q2 		$5.48K Hold
71
– – ﹤0.01% 1027
2024
Q1 		$6.2K Hold
71
– – ﹤0.01% 1026
2023
Q4 		$5.31K Buy
71
+4
+6% +$264 ﹤0.01% 1029
2023
Q3 		$4.05K Buy
67
+25
+60% +$1.49K ﹤0.01% 1080
2023
Q2 		$2.34K Hold
42
– – ﹤0.01% 1320
2023
Q1 		$2.11K Sell
42
-15
-26% -$872 ﹤0.01% 1339
2022
Q4 		$3.55K Buy
57
+4
+8% +$237 ﹤0.01% 1133
2022
Q3 		$3K Sell
53
-13
-20% -$698 ﹤0.01% 1129
2022
Q2 		$4K Buy
66
+10
+18% +$577 ﹤0.01% 1035
2022
Q1 		$4K Buy
56
+34
+155% +$1.95K ﹤0.01% 1103
2021
Q4 		$1K Buy
+22
New +$1.13K ﹤0.01% 1233

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JFS Wealth Advisors's AGO Position: Q2 2026 in Review

JFS Wealth Advisors held its Assured Guaranty (AGO) position steady in Q2 2026 at 69 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

JFS Wealth Advisors first reported a position in AGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.27K in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • JFS Wealth Advisors held 69 shares of Assured Guaranty worth $5.53K as of Q2 2026.
  • JFS Wealth Advisors left its Assured Guaranty share count unchanged in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1240 holding.
  • JFS Wealth Advisors first reported a position in Assured Guaranty in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Assured Guaranty position peaked at $8.27K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.