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WhitTier Trust Company’s Assured Guaranty AGO Stock Holding History

WhitTier Trust Company’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
Q3 		– Sell
-214
Closed -$18.6K – 1283
2025
Q2 		$18.6K Buy
214
+186
+664% +$15.8K ﹤0.01% 1017
2025
Q1 		$2.47K Buy
+28
New +$2.51K ﹤0.01% 1259
2017
Q4 		– Sell
-28
Closed -$1K – 987
2017
Q3 		$1K Buy
+28
New +$1.2K ﹤0.01% 964

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $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

WhitTier Trust Company's AGO Position: Q3 2025 in Review

WhitTier Trust Company sold out of Assured Guaranty (AGO) in Q3 2025, closing a stake of 214 shares — an estimated $18.6K sold.

WhitTier Trust Company first reported a position in AGO in Q3 2017 and held it in 3 quarters. The position peaked at $18.6K in Q2 2025. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

  • WhitTier Trust Company reported no remaining Assured Guaranty position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 214 Assured Guaranty shares in Q3 2025, an estimated $18.6K.
  • WhitTier Trust Company first reported a position in Assured Guaranty in Q3 2017 and held it in 3 quarters.
  • WhitTier Trust Company's Assured Guaranty position peaked at $18.6K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.