SOA Wealth Advisors’s Assured Guaranty AGO Stock Holding History

SOA Wealth 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 Q1	$203K	Hold	2,488	–	–	0.04%	195
2025 Q4	$224K	Hold	2,488	–	–	0.04%	192
2025 Q3	$211K	Hold	2,488	–	–	0.04%	199
2025 Q2	$217K	Hold	2,488	–	–	0.04%	191
2025 Q1	$219K	Hold	2,488	–	–	0.05%	176
2024 Q4	$224K	Hold	2,488	–	–	0.04%	171
2024 Q3	$198K	Hold	2,488	–	–	0.04%	188
2024 Q2	$192K	Hold	2,488	–	–	0.04%	189
2024 Q1	$217K	Hold	2,488	–	–	0.04%	173
2023 Q4	$186K	Hold	2,488	–	–	0.04%	185
2023 Q3	$151K	Hold	2,488	–	–	0.04%	192
2023 Q2	$139K	Hold	2,488	–	–	0.03%	199
2023 Q1	$125K	Hold	2,488	–	–	0.03%	206
2022 Q4	$155K	Hold	2,488	–	–	0.04%	175
2022 Q3	$120K	Hold	2,488	–	–	0.04%	186
2022 Q2	$138K	Hold	2,488	–	–	0.04%	173
2022 Q1	$158K	Hold	2,488	–	–	0.04%	187
2021 Q4	$124K	Hold	2,488	–	–	0.03%	196
2021 Q3	$116K	Hold	2,488	–	–	0.03%	204
2021 Q2	$118K	Hold	2,488	–	–	0.03%	200
2021 Q1	$105K	Hold	2,488	–	–	0.03%	187
2020 Q4	$93K	Buy	+2,488	New	+$73.1K	0.03%	196

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