MassMutual Private Wealth & Trust’s Assured Guaranty AGO Stock Holding History

MassMutual Private Wealth & Trust’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	$17.1K	Sell	213 -5	-2%	-$395	﹤0.01%	1172
2026 Q1	$17.8K	Sell	218 -28	-11%	-$2.39K	﹤0.01%	1133
2025 Q4	$22.1K	Sell	246 -7	-3%	-$604	﹤0.01%	1071
2025 Q3	$21.4K	Buy	253 +11	+5%	+$914	﹤0.01%	1093
2025 Q2	$21.1K	Sell	242 -91	-27%	-$7.75K	﹤0.01%	1085
2025 Q1	$29.3K	Hold	333	–	–	﹤0.01%	886
2024 Q4	$30K	Buy	333 +106	+47%	+$9.28K	﹤0.01%	878
2024 Q3	$18.1K	Buy	227 +61	+37%	+$4.81K	﹤0.01%	930
2024 Q2	$12.8K	Buy	166 +40	+32%	+$3.13K	﹤0.01%	996
2024 Q1	$11K	Buy	126 +6	+5%	+$506	﹤0.01%	1014
2023 Q4	$8.98K	Buy	120 +19	+19%	+$1.25K	﹤0.01%	1054
2023 Q3	$6.11K	Sell	101 -20	-17%	-$1.19K	﹤0.01%	1180
2023 Q2	$6.75K	Buy	121 +47	+64%	+$2.5K	﹤0.01%	1101
2023 Q1	$3.72K	Buy	74 +20	+37%	+$1.16K	﹤0.01%	1225
2022 Q4	$3K	Hold	54	–	–	﹤0.01%	1116
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	1053
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	1011
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	1019
2021 Q4	$3K	Buy	+54	New	+$2.78K	﹤0.01%	970

Other funds holding AGO

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return