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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return