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Steward Partners Investment Advisory’s Assured Guaranty AGO Stock Holding History

Steward Partners Investment Advisory’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 		$955K Buy
11,917
+11,756
+7,302% +$928K ﹤0.01% 1315
2026
Q1 		$13.1K Hold
161
– – ﹤0.01% 3437
2025
Q4 		$14.5K Hold
161
– – ﹤0.01% 3277
2025
Q3 		$13.6K Hold
161
– – ﹤0.01% 3266
2025
Q2 		$14K Buy
161
+5
+3% +$426 ﹤0.01% 3056
2025
Q1 		$13.7K Hold
156
– – ﹤0.01% 2957
2024
Q4 		$14K Buy
156
+31
+25% +$2.71K ﹤0.01% 2951
2024
Q3 		$9.94K Hold
125
– – ﹤0.01% 2948
2024
Q2 		$9.64K Hold
125
– – ﹤0.01% 2832
2024
Q1 		$10.9K Buy
+125
New +$10.5K ﹤0.01% 2779
2022
Q1 		– Sell
-2,800
Closed -$141K – 3269
2021
Q4 		$141K Sell
2,800
-30
-1% -$1.54K ﹤0.01% 1449
2021
Q3 		$132K Sell
2,830
-100
-3% -$4.78K ﹤0.01% 1437
2021
Q2 		$139K Sell
2,930
-1,100
-27% -$51.6K ﹤0.01% 1839
2021
Q1 		$170K Buy
4,030
+3,267
+428% +$131K ﹤0.01% 1371
2020
Q4 		$24K Hold
763
– – ﹤0.01% 1979
2020
Q3 		$16K Hold
763
– – ﹤0.01% 1954
2020
Q2 		$19K Hold
763
– – ﹤0.01% 1786
2020
Q1 		$19K Hold
763
– – ﹤0.01% 1621
2019
Q4 		$37K Hold
763
– – ﹤0.01% 1525
2019
Q3 		$33K Hold
763
– – ﹤0.01% 1525
2019
Q2 		$32K Buy
+763
New +$33.6K ﹤0.01% 1503
2018
Q4 		– Sell
-763
Closed -$32K – 805
2018
Q3 		$32K Hold
763
– – ﹤0.01% 1357
2018
Q2 		$27K Buy
+763
New +$27.8K ﹤0.01% 1339

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

Steward Partners Investment Advisory's AGO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Assured Guaranty (AGO) stake by 7,302% in Q2 2026, buying an estimated $928K and bringing the position to 11,917 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Steward Partners Investment Advisory first reported a position in AGO in Q2 2018 and has held it in 23 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Steward Partners Investment Advisory held 11,917 shares of Assured Guaranty worth $955K as of Q2 2026.
  • Steward Partners Investment Advisory bought 11,756 Assured Guaranty shares in Q2 2026, an estimated $928K.
  • Assured Guaranty made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1315 holding.
  • Steward Partners Investment Advisory first reported a position in Assured Guaranty in Q2 2018 and has held it in 23 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.