&Partners’s Assured Guaranty AGO Stock Holding History

&Partners’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	$972K	Sell	12,126 -149	-1%	-$11.8K	﹤0.01%	1430
2026 Q1	$1M	Sell	12,275 -1,834	-13%	-$157K	﹤0.01%	1300
2025 Q4	$1.27M	Sell	14,109 -488	-3%	-$42.1K	0.01%	1098
2025 Q3	$1.24M	Buy	14,597 +1,333	+10%	+$111K	0.01%	988
2025 Q2	$1.16M	Buy	13,264 +7,563	+133%	+$644K	0.01%	910
2025 Q1	$497K	Buy	5,701 +157	+3%	+$14.1K	0.01%	1133
2024 Q4	$501K	Buy	5,544 +2,788	+101%	+$244K	0.01%	1075
2024 Q3	$219K	Buy	+2,756	New	+$217K	﹤0.01%	1264

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

&Partners's AGO Position: Q2 2026 in Review

&Partners reduced its Assured Guaranty (AGO) stake by 1.2% in Q2 2026, selling an estimated $11.8K and leaving 12,126 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

&Partners first reported a position in AGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

&Partners held 12,126 shares of Assured Guaranty worth $972K as of Q2 2026.
&Partners sold 149 Assured Guaranty shares in Q2 2026, an estimated $11.8K.
Assured Guaranty made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1430 holding.
&Partners first reported a position in Assured Guaranty in Q3 2024 and has held it in 8 quarters since.
&Partners's Assured Guaranty position peaked at $1.27M in Q4 2025.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.