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Root Financial Partners’s Assured Guaranty AGO Stock Holding History

Root Financial Partners’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 		– Sell
-301
Closed -$24.5K – 480
2026
Q1 		$24.5K Buy
301
+80
+36% +$6.83K ﹤0.01% 1205
2025
Q4 		$19.9K Buy
221
+37
+20% +$3.19K ﹤0.01% 1189
2025
Q3 		$15.6K Buy
+184
New +$15.3K ﹤0.01% 1239

Other funds holding AGO

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
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's AGO Position: Q2 2026 in Review

Root Financial Partners sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 301 shares — an estimated $24.5K sold.

Root Financial Partners first reported a position in AGO in Q3 2025 and held it in 3 quarters. The position peaked at $24.5K in Q1 2026. 93 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Root Financial Partners reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 301 Assured Guaranty shares in Q2 2026, an estimated $24.5K.
  • Root Financial Partners first reported a position in Assured Guaranty in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Assured Guaranty position peaked at $24.5K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.