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Wealthspire Advisors (New York)’s Assured Guaranty AGO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-161
Closed -$13.6K – 1072
2025
Q3 		$13.6K Buy
+161
New +$13.4K ﹤0.01% 1871

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s AGO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Assured Guaranty (AGO) in Q4 2025, closing a stake of 161 shares — an estimated $13.6K sold.

Wealthspire Advisors (New York) first reported a position in AGO in Q3 2025 and held it in 1 quarter. The position peaked at $13.6K in Q3 2025. 363 funds tracked by Wall St. Rank hold AGO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Assured Guaranty position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 161 Assured Guaranty shares in Q4 2025, an estimated $13.6K.
  • Wealthspire Advisors (New York) first reported a position in Assured Guaranty in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Assured Guaranty position peaked at $13.6K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.