Physician Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Physician Wealth Advisors’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	$1.92K	Buy	24 +12	+100%	+$948	﹤0.01%	1522
2026 Q1	$978	Buy	+12	New	+$1.02K	﹤0.01%	1705
2025 Q4	–	Sell	-12	Closed	-$1.02K	–	2034
2025 Q3	$1.02K	Hold	12	–	–	﹤0.01%	1569
2025 Q2	$1.05K	Buy	+12	New	+$1.02K	﹤0.01%	1397

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

Physician Wealth Advisors's AGO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Assured Guaranty (AGO) stake by 100% in Q2 2026, buying an estimated $948 and bringing the position to 24 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Physician Wealth Advisors first reported a position in AGO in Q2 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Physician Wealth Advisors held 24 shares of Assured Guaranty worth $1.92K as of Q2 2026.
Physician Wealth Advisors bought 12 Assured Guaranty shares in Q2 2026, an estimated $948.
Assured Guaranty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1522 holding.
Physician Wealth Advisors first reported a position in Assured Guaranty in Q2 2025 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.