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Pinnacle Wealth Planning Services’s Assured Guaranty AGO Stock Holding History

Pinnacle Wealth Planning Services’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 		$26K Sell
324
-681
-68% -$53.8K ﹤0.01% 1660
2026
Q1 		$81.9K Buy
1,005
+98
+11% +$8.37K 0.01% 909
2025
Q4 		$81.5K Buy
+907
New +$78.2K 0.01% 899
2021
Q1 		– Sell
-222
Closed -$7K – 383
2020
Q4 		$7K Buy
+222
New +$6.52K ﹤0.01% 1497

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Pinnacle Wealth Planning Services's AGO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Assured Guaranty (AGO) stake by 68% in Q2 2026, selling an estimated $53.8K and leaving 324 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Pinnacle Wealth Planning Services first reported a position in AGO in Q4 2020 and has held it in 4 quarters since. The position peaked at $81.9K in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 324 shares of Assured Guaranty worth $26K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 681 Assured Guaranty shares in Q2 2026, an estimated $53.8K.
  • Assured Guaranty made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1660 holding.
  • Pinnacle Wealth Planning Services first reported a position in Assured Guaranty in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Assured Guaranty position peaked at $81.9K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.