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Johnson Financial Group Inc (Wisconsin)’s Assured Guaranty AGO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-1,600
Closed -$135K – 925
2025
Q3 		$135K Buy
+1,600
New +$133K 0.01% 411
2025
Q2 		– Sell
-1,600
Closed -$141K – 717
2025
Q1 		$141K Hold
1,600
– – 0.01% 417
2024
Q4 		$151K Hold
1,600
– – 0.01% 324
2024
Q3 		$127K Hold
1,600
– – 0.01% 416
2024
Q2 		$123K Hold
1,600
– – 0.01% 365
2024
Q1 		$140K Hold
1,600
– – 0.01% 331
2023
Q4 		$120K Hold
1,600
– – 0.01% 354
2023
Q3 		$96.8K Hold
1,600
– – 0.01% 312
2023
Q2 		$89.3K Hold
1,600
– – 0.01% 338
2023
Q1 		$80.4K Sell
1,600
-893
-36% -$51.9K 0.01% 353
2022
Q4 		$155K Sell
2,493
-1,131
-31% -$67K 0.01% 267
2022
Q3 		$176K Hold
3,624
– – 0.02% 253
2022
Q2 		$202K Sell
3,624
-1,000
-22% -$57.7K 0.01% 244
2022
Q1 		$294K Sell
4,624
-2,651
-36% -$152K 0.02% 232
2021
Q4 		$365K Sell
7,275
-763
-9% -$39.3K 0.02% 216
2021
Q3 		$376K Hold
8,038
– – 0.03% 204
2021
Q2 		$382K Sell
8,038
-257
-3% -$12.1K 0.03% 209
2021
Q1 		$351K Buy
8,295
+7,443
+874% +$298K 0.02% 213
2020
Q4 		$27K Buy
+852
New +$25K ﹤0.01% 384

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AGO Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Assured Guaranty (AGO) in Q4 2025, closing a stake of 1,600 shares — an estimated $135K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AGO in Q4 2020 and held it in 19 quarters. The position peaked at $382K in Q2 2021. 363 funds tracked by Wall St. Rank hold AGO as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Assured Guaranty position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,600 Assured Guaranty shares in Q4 2025, an estimated $135K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Assured Guaranty in Q4 2020 and held it in 19 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Assured Guaranty position peaked at $382K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.