PA
AGO icon

Procyon Advisors’s Assured Guaranty AGO Stock Holding History

Procyon 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 		$326K Sell
4,067
-77
-2% -$6.08K 0.01% 442
2026
Q1 		$338K Buy
4,144
+94
+2% +$8.02K 0.02% 427
2025
Q4 		$364K Sell
4,050
-65
-2% -$5.61K 0.02% 392
2025
Q3 		$348K Buy
4,115
+784
+24% +$65.1K 0.02% 377
2025
Q2 		$290K Buy
3,331
+263
+9% +$22.4K 0.03% 379
2025
Q1 		$270K Buy
3,068
+351
+13% +$31.5K 0.02% 503
2024
Q4 		$245K Sell
2,717
-128
-4% -$11.2K 0.02% 485
2024
Q3 		$226K Sell
2,845
-176
-6% -$13.9K 0.02% 505
2024
Q2 		$233K Sell
3,021
-127
-4% -$9.93K 0.02% 467
2024
Q1 		$275K Sell
3,148
-14
-0.4% -$1.18K 0.02% 435
2023
Q4 		$237K Buy
+3,162
New +$209K 0.02% 461
2020
Q3 		– Sell
-2,246
Closed -$55K – 230
2020
Q2 		$55K Sell
2,246
-1,725
-43% -$47K 0.03% 363
2020
Q1 		$102K Buy
3,971
+891
+29% +$36.9K 0.07% 238
2019
Q4 		$151K Buy
+3,080
New +$147K 0.09% 208

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return