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Steward Financial Group’s Assured Guaranty AGO Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+67
New +$3.98K ﹤0.01% 674
2023
Q2 		– Sell
-52
Closed -$2K – 419
2023
Q1 		$2K Buy
52
+39
+300% +$2.27K ﹤0.01% 464
2022
Q4 		$0 Buy
+13
New +$771 ﹤0.01% 525
2022
Q3 		– Sell
-38
Closed -$2K – 88
2022
Q2 		$2K Buy
+38
New +$2.19K ﹤0.01% 502

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Steward Financial Group's AGO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Assured Guaranty (AGO) in Q3 2023: 67 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AGO as recently as Q1 2023.

Steward Financial Group first reported a position in AGO in Q2 2022 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold AGO as of Q3 2023.

  • Steward Financial Group held 67 shares of Assured Guaranty worth $4K as of Q3 2023.
  • Assured Guaranty was a new Steward Financial Group position in Q3 2023.
  • Assured Guaranty made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #674 holding.
  • Steward Financial Group first reported a position in Assured Guaranty in Q2 2022 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.