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UMB Bank’s Assured Guaranty AGO Stock Holding History

UMB Bank’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 		$15.4K Sell
192
-37
-16% -$2.92K ﹤0.01% 1783
2026
Q1 		$18.7K Sell
229
-2
-0.9% -$171 ﹤0.01% 1631
2025
Q4 		$20.8K Buy
231
+30
+15% +$2.59K ﹤0.01% 1550
2025
Q3 		$17K Buy
201
+19
+10% +$1.58K ﹤0.01% 1496
2025
Q2 		$15.9K Buy
182
+5
+3% +$426 ﹤0.01% 1454
2025
Q1 		$15.6K Buy
177
+58
+49% +$5.2K ﹤0.01% 1404
2024
Q4 		$10.7K Sell
119
-5
-4% -$438 ﹤0.01% 1448
2024
Q3 		$9.86K Buy
124
+73
+143% +$5.76K ﹤0.01% 1491
2024
Q2 		$3.94K Buy
51
+27
+113% +$2.11K ﹤0.01% 1521
2024
Q1 		$2.09K Buy
+24
New +$2.02K ﹤0.01% 1528

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

UMB Bank's AGO Position: Q2 2026 in Review

UMB Bank reduced its Assured Guaranty (AGO) stake by 16% in Q2 2026, selling an estimated $2.92K and leaving 192 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

UMB Bank first reported a position in AGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.8K in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • UMB Bank held 192 shares of Assured Guaranty worth $15.4K as of Q2 2026.
  • UMB Bank sold 37 Assured Guaranty shares in Q2 2026, an estimated $2.92K.
  • Assured Guaranty made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1783 holding.
  • UMB Bank first reported a position in Assured Guaranty in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Assured Guaranty position peaked at $20.8K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.