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Summit Securities Group’s Assured Guaranty AGO Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,395
Closed -$122K – 992
2025
Q2 		$122K Buy
+1,395
New +$119K 0.02% 334
2015
Q1 		– Sell
-200
Closed -$5K – 378
2014
Q4 		$5K Buy
+200
New +$4.82K ﹤0.01% 498
2014
Q3 		– Sell
-2,600
Closed -$64K – 693
2014
Q2 		$64K Buy
+2,600
New +$64.5K 0.02% 283

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Summit Securities Group's AGO Position: Q3 2025 in Review

Summit Securities Group sold out of Assured Guaranty (AGO) in Q3 2025, closing a stake of 1,395 shares — an estimated $122K sold.

Summit Securities Group first reported a position in AGO in Q2 2014 and held it in 3 quarters. The position peaked at $122K in Q2 2025. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

  • Summit Securities Group reported no remaining Assured Guaranty position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,395 Assured Guaranty shares in Q3 2025, an estimated $122K.
  • Summit Securities Group first reported a position in Assured Guaranty in Q2 2014 and held it in 3 quarters.
  • Summit Securities Group's Assured Guaranty position peaked at $122K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.