PWMG
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return