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Plante Moran Financial Advisors’s Assured Guaranty AGO Stock Holding History

Plante Moran Financial 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 		$321 Buy
+4
New +$316 ﹤0.01% 1288
2021
Q2 		– Sell
-220
Closed -$9K – 940
2021
Q1 		$9K Buy
+220
New +$8.8K ﹤0.01% 661

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Plante Moran Financial Advisors's AGO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Assured Guaranty (AGO) in Q2 2026: 4 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AGO as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in AGO in Q1 2021 and has held it in 2 quarters since. The position peaked at $9K in Q1 2021. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of Assured Guaranty worth $321 as of Q2 2026.
  • Assured Guaranty was a new Plante Moran Financial Advisors position in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1288 holding.
  • Plante Moran Financial Advisors first reported a position in Assured Guaranty in Q1 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Assured Guaranty position peaked at $9K in Q1 2021.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.