Key Financial Inc’s Assured Guaranty AGO Stock Holding History

Key Financial Inc’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	$137K	Hold	1,715	–	–	0.02%	366
2026 Q1	$140K	Hold	1,715	–	–	0.02%	351
2025 Q4	$154K	Hold	1,715	–	–	0.03%	331
2025 Q3	$144K	Hold	1,715	–	–	0.03%	340
2025 Q2	$149K	Hold	1,715	–	–	0.03%	321
2025 Q1	$151K	Hold	1,715	–	–	0.03%	301
2024 Q4	$154K	Hold	1,715	–	–	0.04%	293
2024 Q3	$136K	Hold	1,715	–	–	0.03%	296
2024 Q2	$132K	Hold	1,715	–	–	0.03%	291
2024 Q1	$150K	Hold	1,715	–	–	0.04%	257
2023 Q4	$128K	Hold	1,715	–	–	0.04%	262
2023 Q3	$104K	Hold	1,715	–	–	0.04%	281
2023 Q2	$95.7K	Hold	1,715	–	–	0.03%	301
2023 Q1	$86.2K	Hold	1,715	–	–	0.03%	316
2022 Q4	$83.1K	Hold	1,715	–	–	0.04%	275
2022 Q3	$83K	Hold	1,715	–	–	0.04%	278
2022 Q2	$96K	Hold	1,715	–	–	0.05%	248
2022 Q1	$109K	Hold	1,715	–	–	0.05%	235
2021 Q4	$86K	Hold	1,715	–	–	0.04%	256
2021 Q3	$80K	Hold	1,715	–	–	0.05%	259
2021 Q2	$82K	Buy	+1,715	New	+$80.5K	0.05%	265

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

Key Financial Inc's AGO Position: Q2 2026 in Review

Key Financial Inc held its Assured Guaranty (AGO) position steady in Q2 2026 at 1,715 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #366.

Key Financial Inc first reported a position in AGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $154K in Q4 2024. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Key Financial Inc held 1,715 shares of Assured Guaranty worth $137K as of Q2 2026.
Key Financial Inc left its Assured Guaranty share count unchanged in Q2 2026.
Assured Guaranty made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #366 holding.
Key Financial Inc first reported a position in Assured Guaranty in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's Assured Guaranty position peaked at $154K in Q4 2024.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.