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Parkworth Wealth Management’s Assured Guaranty AGO Stock Holding History

Parkworth Wealth Management’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
Q2 		$261 Hold
3
– – ﹤0.01% 853
2025
Q1 		$264 Hold
3
– – ﹤0.01% 634
2024
Q4 		$270 Buy
+3
New +$263 ﹤0.01% 646

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Parkworth Wealth Management's AGO Position: Q2 2025 in Review

Parkworth Wealth Management held its Assured Guaranty (AGO) position steady in Q2 2025 at 3 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Parkworth Wealth Management first reported a position in AGO in Q4 2024 and has held it in 3 quarters since. The position peaked at $270 in Q4 2024. 349 funds tracked by Wall St. Rank hold AGO as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Assured Guaranty worth $261 as of Q2 2025.
  • Parkworth Wealth Management left its Assured Guaranty share count unchanged in Q2 2025.
  • Assured Guaranty made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #853 holding.
  • Parkworth Wealth Management first reported a position in Assured Guaranty in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Assured Guaranty position peaked at $270 in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.