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

Private 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 		$3.69K Hold
46
– – ﹤0.01% 958
2026
Q1 		$3.75K Sell
46
-28
-38% -$2.39K ﹤0.01% 872
2025
Q4 		$6.65K Hold
74
– – ﹤0.01% 666
2025
Q3 		$6.26K Hold
74
– – ﹤0.01% 703
2025
Q2 		$6.45K Hold
74
– – ﹤0.01% 647
2025
Q1 		$6.52K Hold
74
– – ﹤0.01% 619
2024
Q4 		$6.66K Hold
74
– – ﹤0.01% 627
2024
Q3 		$5.88K Hold
74
– – ﹤0.01% 666
2024
Q2 		$5.71K Buy
74
+30
+68% +$2.35K ﹤0.01% 657
2024
Q1 		$3.84K Hold
44
– – ﹤0.01% 717
2023
Q4 		$3.29K Buy
+44
New +$2.91K ﹤0.01% 761

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

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

Private Wealth Management Group held its Assured Guaranty (AGO) position steady in Q2 2026 at 46 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Private Wealth Management Group first reported a position in AGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.66K in Q4 2024. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Private Wealth Management Group held 46 shares of Assured Guaranty worth $3.69K as of Q2 2026.
  • Private Wealth Management Group left its Assured Guaranty share count unchanged in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #958 holding.
  • Private Wealth Management Group first reported a position in Assured Guaranty in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Assured Guaranty position peaked at $6.66K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.