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Whipplewood Advisors’s Assured Guaranty AGO Stock Holding History

Whipplewood 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
Q2 		$1.92K Sell
24
-60
-71% -$4.74K ﹤0.01% 431
2026
Q1 		$6.84K Buy
+84
New +$7.17K ﹤0.01% 556
2025
Q3 		– Sell
-84
Closed -$7.32K – 320
2025
Q2 		$7.32K Sell
84
-13
-13% -$1.11K ﹤0.01% 620
2025
Q1 		$7.4K Buy
97
+13
+15% +$1.17K ﹤0.01% 618
2024
Q4 		$7.56K Buy
+84
New +$7.35K ﹤0.01% 607

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

Whipplewood Advisors's AGO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Assured Guaranty (AGO) stake by 71% in Q2 2026, selling an estimated $4.74K and leaving 24 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Whipplewood Advisors first reported a position in AGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.56K in Q4 2024. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Whipplewood Advisors held 24 shares of Assured Guaranty worth $1.92K as of Q2 2026.
  • Whipplewood Advisors sold 60 Assured Guaranty shares in Q2 2026, an estimated $4.74K.
  • Assured Guaranty made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #431 holding.
  • Whipplewood Advisors first reported a position in Assured Guaranty in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Assured Guaranty position peaked at $7.56K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.