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TFC Financial Management’s Assured Guaranty AGO Stock Holding History

TFC Financial Management’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 		$81 Hold
1
– – ﹤0.01% 943
2026
Q1 		$82 Hold
1
– – ﹤0.01% 898
2025
Q4 		$90 Hold
1
– – ﹤0.01% 875
2025
Q3 		$85 Hold
1
– – ﹤0.01% 916
2025
Q2 		$88 Hold
1
– – ﹤0.01% 904
2025
Q1 		$89 Hold
1
– – ﹤0.01% 841
2024
Q4 		$91 Hold
1
– – ﹤0.01% 849
2024
Q3 		$80 Buy
+1
New +$79 ﹤0.01% 886

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 22.96% 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

TFC Financial Management's AGO Position: Q2 2026 in Review

TFC Financial Management held its Assured Guaranty (AGO) position steady in Q2 2026 at 1 share worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #943.

TFC Financial Management first reported a position in AGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $91 in Q4 2024. 131 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • TFC Financial Management held 1 share of Assured Guaranty worth $81 as of Q2 2026.
  • TFC Financial Management left its Assured Guaranty share count unchanged in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #943 holding.
  • TFC Financial Management first reported a position in Assured Guaranty in Q3 2024 and has held it in 8 quarters since.
  • TFC Financial Management's Assured Guaranty position peaked at $91 in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.