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SHP Wealth Management’s Assured Guaranty AGO Stock Holding History

SHP Wealth Management’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 		$240 Buy
+3
New +$237 ﹤0.01% 1859

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 $3.37T AUM 44.26% 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 $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SHP Wealth Management's AGO Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Assured Guaranty (AGO) in Q2 2026: 3 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #1859 among its holdings.

370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • SHP Wealth Management held 3 shares of Assured Guaranty worth $240 as of Q2 2026.
  • Assured Guaranty was a new SHP Wealth Management position in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1859 holding.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.