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Twin Peaks Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-169
Closed -$13.8K – 282
2026
Q1 		$13.8K Buy
+169
New +$14.4K ﹤0.01% 891
2025
Q3 		– Sell
-217
Closed -$17.8K – 215
2025
Q2 		$17.8K Buy
+217
New +$18.5K 0.01% 648

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

Twin Peaks Wealth Advisors's AGO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 169 shares — an estimated $13.8K sold.

Twin Peaks Wealth Advisors first reported a position in AGO in Q2 2025 and held it in 2 quarters. The position peaked at $17.8K in Q2 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 169 Assured Guaranty shares in Q2 2026, an estimated $13.8K.
  • Twin Peaks Wealth Advisors first reported a position in Assured Guaranty in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Assured Guaranty position peaked at $17.8K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.