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Summit Global Investments’s Assured Guaranty AGO Stock Holding History

Summit Global Investments’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 		$1.09M Hold
13,645
– – 0.06% 187
2026
Q1 		$1.11M Buy
13,645
+11,010
+418% +$940K 0.07% 166
2025
Q4 		$237K Buy
+2,635
New +$227K 0.01% 442

Other funds holding AGO

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return

Summit Global Investments's AGO Position: Q2 2026 in Review

Summit Global Investments held its Assured Guaranty (AGO) position steady in Q2 2026 at 13,645 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #187.

Summit Global Investments first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 120 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Summit Global Investments held 13,645 shares of Assured Guaranty worth $1.09M as of Q2 2026.
  • Summit Global Investments left its Assured Guaranty share count unchanged in Q2 2026.
  • Assured Guaranty made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #187 holding.
  • Summit Global Investments first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • Summit Global Investments's Assured Guaranty position peaked at $1.11M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.