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 Q2	$199K	Hold	2,488	–	–	0.03%	206
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 $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

SOA Wealth Advisors's AGO Position: Q2 2026 in Review

SOA Wealth Advisors held its Assured Guaranty (AGO) position steady in Q2 2026 at 2,488 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #206.

SOA Wealth Advisors first reported a position in AGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $224K in Q4 2024. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

SOA Wealth Advisors held 2,488 shares of Assured Guaranty worth $199K as of Q2 2026.
SOA Wealth Advisors left its Assured Guaranty share count unchanged in Q2 2026.
Assured Guaranty made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #206 holding.
SOA Wealth Advisors first reported a position in Assured Guaranty in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Assured Guaranty position peaked at $224K in Q4 2024.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.