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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Twin Peaks Wealth Advisors's AGO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Assured Guaranty (AGO) in Q1 2026: 169 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AGO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AGO in Q2 2025 and has held it in 2 quarters since. The position peaked at $17.8K in Q2 2025. 369 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 169 shares of Assured Guaranty worth $13.8K as of Q1 2026.
  • Assured Guaranty was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Assured Guaranty made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #891 holding.
  • Twin Peaks Wealth Advisors first reported a position in Assured Guaranty in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Assured Guaranty position peaked at $17.8K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.