Sigma Planning Corp’s Assured Guaranty AGO Stock Holding History

Sigma Planning Corp’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	$247K	Sell	3,080 -1	-0%	-$79	0.01%	1213
2026 Q1	$251K	Buy	3,081 +99	+3%	+$8.45K	0.01%	1121
2025 Q4	$268K	Sell	2,982 -97	-3%	-$8.37K	0.01%	1090
2025 Q3	$261K	Sell	3,079 -2	-0.1%	-$166	0.01%	1087
2025 Q2	$268K	Sell	3,081 -27	-0.9%	-$2.3K	0.01%	1037
2025 Q1	$274K	Hold	3,108	–	–	0.01%	980
2024 Q4	$280K	Hold	3,108	–	–	0.01%	955
2024 Q3	$247K	Buy	3,108 +1	+0%	+$79	0.01%	1034
2024 Q2	$240K	Buy	3,107 +1	+0%	+$78	0.01%	1014
2024 Q1	$271K	Buy	+3,106	New	+$262K	0.01%	1004
2022 Q3	–	Sell	-3,703	Closed	-$207K	–	1266
2022 Q2	$207K	Sell	3,703 -199	-5%	-$11.5K	0.01%	1146
2022 Q1	$248K	Sell	3,902 -300	-7%	-$17.2K	0.01%	1152
2021 Q4	$211K	Buy	+4,202	New	+$216K	0.01%	1259

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Sigma Planning Corp's AGO Position: Q2 2026 in Review

Sigma Planning Corp reduced its Assured Guaranty (AGO) stake by 0.03% in Q2 2026, selling an estimated $79 and leaving 3,080 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1213.

Sigma Planning Corp first reported a position in AGO in Q4 2021 and has held it in 13 quarters since. The position peaked at $280K in Q4 2024. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

Sigma Planning Corp held 3,080 shares of Assured Guaranty worth $247K as of Q2 2026.
Sigma Planning Corp sold 1 Assured Guaranty share in Q2 2026, an estimated $79.
Assured Guaranty made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1213 holding.
Sigma Planning Corp first reported a position in Assured Guaranty in Q4 2021 and has held it in 13 quarters since.
Sigma Planning Corp's Assured Guaranty position peaked at $280K in Q4 2024.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.