OF
AGO icon

Optimize Financial’s Assured Guaranty AGO Stock Holding History

Optimize Financial’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
2025
Q1 		– Sell
-4,120
Closed -$371K – 220
2024
Q4 		$371K Buy
+4,120
New +$361K 0.28% 104

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
RP
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimize Financial's AGO Position: Q1 2025 in Review

Optimize Financial sold out of Assured Guaranty (AGO) in Q1 2025, closing a stake of 4,120 shares — an estimated $371K sold.

Optimize Financial first reported a position in AGO in Q4 2024 and held it in 1 quarter. The position peaked at $371K in Q4 2024. 331 funds tracked by Wall St. Rank hold AGO as of Q1 2025.

  • Optimize Financial reported no remaining Assured Guaranty position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 4,120 Assured Guaranty shares in Q1 2025, an estimated $371K.
  • Optimize Financial first reported a position in Assured Guaranty in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's Assured Guaranty position peaked at $371K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.