Root Financial Partners
AGO icon

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
Q3 		$26.8K Buy
+396
New +$30.7K ﹤0.01% 1393
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GJL
Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Root Financial Partners's AGO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Assured Guaranty (AGO) in Q3 2026: 396 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AGO as recently as Q1 2026.

Root Financial Partners first reported a position in AGO in Q3 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • Root Financial Partners held 396 shares of Assured Guaranty worth $26.8K as of Q3 2026.
  • Assured Guaranty was a new Root Financial Partners position in Q3 2026.
  • Assured Guaranty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1393 holding.
  • Root Financial Partners first reported a position in Assured Guaranty in Q3 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.