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Sequoia Financial Advisors’s Assured Guaranty AGO Stock Holding History

Sequoia Financial 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 		$1.09M Buy
13,577
+1,037
+8% +$81.9K 0.01% 908
2026
Q1 		$1.02M Buy
12,540
+3,431
+38% +$293K 0.01% 891
2025
Q4 		$819K Buy
9,109
+4,860
+114% +$419K ﹤0.01% 987
2025
Q3 		$360K Sell
4,249
-401
-9% -$33.3K ﹤0.01% 1304
2025
Q2 		$405K Buy
4,650
+1,886
+68% +$161K ﹤0.01% 1108
2025
Q1 		$244K Sell
2,764
-72
-3% -$6.46K ﹤0.01% 1168
2024
Q4 		$255K Sell
2,836
-45
-2% -$3.94K ﹤0.01% 1094
2024
Q3 		$229K Sell
2,881
-105
-4% -$8.28K ﹤0.01% 1106
2024
Q2 		$230K Sell
2,986
-79
-3% -$6.18K ﹤0.01% 1028
2024
Q1 		$267K Sell
3,065
-2,978
-49% -$251K ﹤0.01% 916
2023
Q4 		$452K Buy
6,043
+2,561
+74% +$169K 0.01% 766
2023
Q3 		$211K Buy
+3,482
New +$207K ﹤0.01% 845

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sequoia Financial Advisors's AGO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Assured Guaranty (AGO) stake by 8.3% in Q2 2026, buying an estimated $81.9K and bringing the position to 13,577 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #908.

Sequoia Financial Advisors first reported a position in AGO in Q3 2023 and has held it in 12 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Sequoia Financial Advisors held 13,577 shares of Assured Guaranty worth $1.09M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,037 Assured Guaranty shares in Q2 2026, an estimated $81.9K.
  • Assured Guaranty made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #908 holding.
  • Sequoia Financial Advisors first reported a position in Assured Guaranty in Q3 2023 and has held it in 12 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.