SageView Advisory Group’s Assured Guaranty AGO Stock Holding History

SageView Advisory 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	–	Sell	-79	Closed	-$7.1K	–	624
2025 Q4	$7.1K	Buy	+79	New	+$6.81K	﹤0.01%	1845

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SageView Advisory Group's AGO Position: Q1 2026 in Review

SageView Advisory Group sold out of Assured Guaranty (AGO) in Q1 2026, closing a stake of 79 shares — an estimated $7.1K sold.

SageView Advisory Group first reported a position in AGO in Q4 2025 and held it in 1 quarter. The position peaked at $7.1K in Q4 2025. 371 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

SageView Advisory Group reported no remaining Assured Guaranty position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 79 Assured Guaranty shares in Q1 2026, an estimated $7.1K.
SageView Advisory Group first reported a position in Assured Guaranty in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Assured Guaranty position peaked at $7.1K in Q4 2025.
371 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.