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United Capital Financial Advisors’s Assured Guaranty AGO Stock Holding History

United Capital Financial 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 		$480K Buy
+5,893
New +$503K ﹤0.01% 1090
2016
Q2 		– Sell
-13,879
Closed -$351K – 1242
2016
Q1 		$351K Sell
13,879
-33,512
-71% -$824K ﹤0.01% 960
2015
Q4 		$1.25M Sell
47,391
-4,352
-8% -$117K 0.01% 643
2015
Q3 		$1.29M Sell
51,743
-7,822
-13% -$197K 0.02% 623
2015
Q2 		$1.43M Buy
59,565
+6,590
+12% +$183K 0.02% 660
2015
Q1 		$1.38M Buy
52,975
+417
+0.8% +$10.8K 0.02% 658
2014
Q4 		$1.37M Sell
52,558
-3,496
-6% -$84.2K 0.02% 565
2014
Q3 		$1.24M Sell
56,054
-922
-2% -$21.5K 0.02% 551
2014
Q2 		$1.4M Buy
+56,976
New +$1.41M 0.03% 483
2014
Q1 		– Sell
-38,586
Closed -$910K – 926
2013
Q4 		$910K Buy
38,586
+15,461
+67% +$336K 0.03% 346
2013
Q3 		$434K Buy
+23,125
New +$489K 0.01% 471

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

United Capital Financial Advisors's AGO Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Assured Guaranty (AGO) in Q1 2026: 5,893 shares worth $480K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in AGO as recently as Q1 2016.

United Capital Financial Advisors first reported a position in AGO in Q3 2013 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2015. 370 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • United Capital Financial Advisors held 5,893 shares of Assured Guaranty worth $480K as of Q1 2026.
  • Assured Guaranty was a new United Capital Financial Advisors position in Q1 2026.
  • Assured Guaranty made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1090 holding.
  • United Capital Financial Advisors first reported a position in Assured Guaranty in Q3 2013 and has held it in 11 quarters since.
  • United Capital Financial Advisors's Assured Guaranty position peaked at $1.43M in Q2 2015.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.