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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return