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Spire Wealth Management’s Assured Guaranty AGO Stock Holding History

Spire Wealth Management’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
-64
Closed -$5.21K – 2229
2026
Q1 		$5.21K Buy
64
+58
+967% +$4.95K ﹤0.01% 1830
2025
Q4 		$539 Buy
+6
New +$517 ﹤0.01% 2286
2025
Q3 		– Sell
-72
Closed -$6.31K – 2359
2025
Q2 		$6.31K Buy
72
+18
+33% +$1.53K ﹤0.01% 1876
2025
Q1 		$4.79K Hold
54
– – ﹤0.01% 2069
2024
Q4 		$4.88K Buy
+54
New +$4.73K ﹤0.01% 2046
2022
Q1 		– Sell
-29
Closed -$1K – 2511
2021
Q4 		$1K Buy
+29
New +$1.49K ﹤0.01% 2843
2021
Q2 		– Sell
-29
Closed -$1K – 2571
2021
Q1 		$1K Buy
+29
New +$1.16K ﹤0.01% 2915

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Spire Wealth Management's AGO Position: Q2 2026 in Review

Spire Wealth Management sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 64 shares — an estimated $5.21K sold.

Spire Wealth Management first reported a position in AGO in Q1 2021 and held it in 7 quarters. The position peaked at $6.31K in Q2 2025. 371 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Spire Wealth Management reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 64 Assured Guaranty shares in Q2 2026, an estimated $5.21K.
  • Spire Wealth Management first reported a position in Assured Guaranty in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Assured Guaranty position peaked at $6.31K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.