JPL Wealth Management’s Assured Guaranty AGO Stock Holding History

JPL Wealth Management’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	–	Sell	-24	Closed	-$1.96K	–	1878
2026 Q1	$1.96K	Buy	+24	New	+$2.05K	﹤0.01%	978

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JPL Wealth Management's AGO Position: Q2 2026 in Review

JPL Wealth Management sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 24 shares — an estimated $1.96K sold.

JPL Wealth Management first reported a position in AGO in Q1 2026 and held it in 1 quarter. The position peaked at $1.96K in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

JPL Wealth Management reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
JPL Wealth Management sold 24 Assured Guaranty shares in Q2 2026, an estimated $1.96K.
JPL Wealth Management first reported a position in Assured Guaranty in Q1 2026 and held it in 1 quarter.
JPL Wealth Management's Assured Guaranty position peaked at $1.96K in Q1 2026.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.