MBL Wealth
AGO icon

MBL Wealth’s Assured Guaranty AGO Stock Holding History

MBL Wealth’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
Q3 		$220K Buy
+3,249
New +$252K 0.01% 566

Other funds holding AGO

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MBL Wealth's AGO Position: Q3 2026 in Review

MBL Wealth opened a new position in Assured Guaranty (AGO) in Q3 2026: 3,249 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings.

250 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • MBL Wealth held 3,249 shares of Assured Guaranty worth $220K as of Q3 2026.
  • Assured Guaranty was a new MBL Wealth position in Q3 2026.
  • Assured Guaranty made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #566 holding.
  • 250 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.