Summit Financial’s Assured Guaranty AGO Stock Holding History

Summit Financial’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
2025 Q2	–	Sell	-2,301	Closed	-$203K	–	810
2025 Q1	$203K	Buy	+2,301	New	+$206K	0.01%	692

Other funds holding AGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Summit Financial's AGO Position: Q2 2025 in Review

Summit Financial sold out of Assured Guaranty (AGO) in Q2 2025, closing a stake of 2,301 shares — an estimated $203K sold.

Summit Financial first reported a position in AGO in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 349 funds tracked by Wall St. Rank hold AGO as of Q2 2025.

Summit Financial reported no remaining Assured Guaranty position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 2,301 Assured Guaranty shares in Q2 2025, an estimated $203K.
Summit Financial first reported a position in Assured Guaranty in Q1 2025 and held it in 1 quarter.
Summit Financial's Assured Guaranty position peaked at $203K in Q1 2025.
349 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.