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Prestige Wealth Management Group’s Assured Guaranty AGO Stock Holding History

Prestige Wealth Management Group’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 		$1.68K Hold
21
– – ﹤0.01% 796
2026
Q1 		$1.71K Hold
21
– – ﹤0.01% 771
2025
Q4 		$1.89K Hold
21
– – ﹤0.01% 774
2025
Q3 		$1.78K Hold
21
– – ﹤0.01% 773
2025
Q2 		$1.83K Hold
21
– – ﹤0.01% 754
2025
Q1 		$1.85K Hold
21
– – ﹤0.01% 756
2024
Q4 		$1.89K Hold
21
– – ﹤0.01% 790
2024
Q3 		$1.67K Hold
21
– – ﹤0.01% 808
2024
Q2 		$1.62K Hold
21
– – ﹤0.01% 763
2024
Q1 		$1.83K Hold
21
– – ﹤0.01% 767
2023
Q4 		$1.57K Hold
21
– – ﹤0.01% 794
2023
Q3 		$1.27K Hold
21
– – ﹤0.01% 841
2023
Q2 		$1.17K Hold
21
– – ﹤0.01% 887
2023
Q1 		$1.06K Hold
21
– – ﹤0.01% 885
2022
Q4 		$1.31K Hold
21
– – ﹤0.01% 926
2022
Q3 		$1K Hold
21
– – ﹤0.01% 802
2022
Q2 		$1K Hold
21
– – ﹤0.01% 816
2022
Q1 		$1K Hold
21
– – ﹤0.01% 837
2021
Q4 		$1K Hold
21
– – ﹤0.01% 857
2021
Q3 		$1K Hold
21
– – ﹤0.01% 852
2021
Q2 		$1K Hold
21
– – ﹤0.01% 851
2021
Q1 		$1K Hold
21
– – ﹤0.01% 846
2020
Q4 		$1K Hold
21
– – ﹤0.01% 813
2020
Q3 		$0 Sell
21
-26
-55% -$573 ﹤0.01% 875
2020
Q2 		$1K Sell
47
-53
-53% -$1.45K ﹤0.01% 731
2020
Q1 		$3K Buy
+100
New +$4.14K ﹤0.01% 555
2019
Q1 		– Sell
-119
Closed -$5K – 504
2018
Q4 		$5K Buy
+119
New +$4.75K ﹤0.01% 565

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

Prestige Wealth Management Group's AGO Position: Q2 2026 in Review

Prestige Wealth Management Group held its Assured Guaranty (AGO) position steady in Q2 2026 at 21 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Prestige Wealth Management Group first reported a position in AGO in Q4 2018 and has held it in 27 quarters since. The position peaked at $5K in Q4 2018. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Prestige Wealth Management Group held 21 shares of Assured Guaranty worth $1.68K as of Q2 2026.
  • Prestige Wealth Management Group left its Assured Guaranty share count unchanged in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #796 holding.
  • Prestige Wealth Management Group first reported a position in Assured Guaranty in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Assured Guaranty position peaked at $5K in Q4 2018.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.