United Financial Planning Group’s Assured Guaranty AGO Stock Holding History

United Financial Planning Group’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	$3.61K	Buy	+45	New	+$3.55K	﹤0.01%	418

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

United Financial Planning Group's AGO Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Assured Guaranty (AGO) in Q2 2026: 45 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

United Financial Planning Group held 45 shares of Assured Guaranty worth $3.61K as of Q2 2026.
Assured Guaranty was a new United Financial Planning Group position in Q2 2026.
Assured Guaranty made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #418 holding.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.