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Sound Income Strategies’s Assured Guaranty AGO Stock Holding History

Sound Income Strategies’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 		– Sell
-66
Closed -$5.29K – 529
2026
Q1 		$5.29K Sell
66
-11
-14% -$939 ﹤0.01% 1797
2025
Q4 		$6.57K Buy
+77
New +$6.64K ﹤0.01% 1693

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sound Income Strategies's AGO Position: Q2 2026 in Review

Sound Income Strategies sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 66 shares — an estimated $5.29K sold.

Sound Income Strategies first reported a position in AGO in Q4 2025 and held it in 2 quarters. The position peaked at $6.57K in Q4 2025. 277 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Sound Income Strategies reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 66 Assured Guaranty shares in Q2 2026, an estimated $5.29K.
  • Sound Income Strategies first reported a position in Assured Guaranty in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Assured Guaranty position peaked at $6.57K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.