ASSURED GUARANTY LTD (AGO) — Institutional Holders, Q2 2026 (page 4)
371 institutional investment managers reported a AGO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 371. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AGO 13F holders ranked 301–371 of 371
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | PRIVATE NA#301 · 144 sh | 144 | $11.5K | — | -6.5% |
| 302 | Bare Financial Services#302 · 139 sh | 139 | $11.1K | <0.01% | +143.9% |
| 303 | Basecamp Wealth Advisors#303 · 132 sh | 132 | $10.6K | <0.01% | -28.6% |
| 304 | Wealth Enhancement Services#304 · 110 sh | 110 | $8.8K | — | New |
| 305 | IFP Advisors#305 · 109 sh | 109 | $8.7K | — | +73.0% |
| 306 | CVA Family Office#306 · 100 sh | 100 | $8.0K | <0.01% | -15.3% |
| 307 | Manchester Capital Management#307 · 92 sh | 92 | $7.4K | — | -5.2% |
| 308 | AdvisorNet Financial#308 · 85 sh | 85 | $6.8K | — | New |
| 309 | Mitsubishi UFJ Asset Management , Ltd.#309 · 71 sh | 71 | $5.7K | 0.00% | 0.0% |
| 310 | JFS WEALTH ADVISORS#310 · 69 sh | 69 | $5.5K | <0.01% | 0.0% |
| 311 | High Note Wealth#311 · 69 sh | 69 | $5.5K | <0.01% | +187.5% |
| 312 | Rossby Financial, LCC#312 · 64 sh | 64 | $5.1K | <0.01% | +3.2% |
| 313 | HUNTINGTON NATIONAL BANK#313 · 64 sh | 64 | $5.1K | 0.00% | -91.9% |
| 314 | PICTON MAHONEY ASSET MANAGEMENT#314 · 59 sh | 59 | $4.7K | 0.00% | New |
| 315 | Optiver Holding B.V.#315 · 59 sh | 59 | $4.7K | 0.00% | New |
| 316 | NewEdge Advisors#316 · 58 sh | 58 | $4.6K | 0.00% | New |
| 317 | Millstone Evans Group#317 · 54 sh | 54 | $4.3K | <0.01% | 0.0% |
| 318 | JDM Financial Group#318 · 50 sh | 50 | $4.0K | <0.01% | 0.0% |
| 319 | WPG Advisers#319 · 49 sh | 49 | $3.9K | <0.01% | 0.0% |
| 320 | Cornerstone Planning Group#320 · 46 sh | 46 | $3.9K | — | -9.8% |
| 321 | Private Wealth Management Group#321 · 46 sh | 46 | $3.7K | — | 0.0% |
| 322 | Fortitude Family Office#322 · 45 sh | 45 | $3.6K | — | -16.7% |
| 323 | United Financial Planning Group#323 · 45 sh | 45 | $3.6K | <0.01% | New |
| 324 | BROWN BROTHERS HARRIMAN#324 · 43 sh | 43 | $3.4K | 0.00% | 0.0% |
| 325 | AMERIFLEX GROUP#325 · 42 sh | 42 | $3.4K | <0.01% | New |
| 326 | ACTION POINT FINANCIAL PLANNING#326 · 43 sh | 43 | $3.2K | <0.01% | New |
| 327 | Valued Wealth Advisors#327 · 33 sh | 33 | $2.6K | <0.01% | New |
| 328 | Caitong International Asset Management , Ltd#328 · 32 sh | 32 | $2.6K | <0.01% | -99.1% |
| 329 | Bell Investment Advisors#329 · 29 sh | 29 | $2.3K | <0.01% | -34.1% |
| 330 | HM PAYSON#330 · 27 sh | 27 | $2.2K | 0.00% | 0.0% |
| 331 | Cornerstone Financial Management#331 · 27 sh | 27 | $2.2K | <0.01% | +12.5% |
| 332 | ALBION FINANCIAL GROUP#332 · 24 sh | 24 | $1.9K | — | -41.5% |
| 333 | FARMERS & MERCHANTS INVESTMENTS#333 · 24 sh | 24 | $1.9K | — | 0.0% |
| 334 | Physician Wealth Advisors#334 · 24 sh | 24 | $1.9K | — | +100.0% |
| 335 | Whipplewood Advisors#335 · 24 sh | 24 | $1.9K | — | -71.4% |
| 336 | Creative Capital Management Investments#336 · 22 sh | 22 | $1.8K | <0.01% | New |
| 337 | Prestige Wealth Management Group#337 · 21 sh | 21 | $1.7K | <0.01% | 0.0% |
| 338 | Sunrise Financial Services#338 · 20 sh | 20 | $1.6K | — | 0.0% |
| 339 | Westside Investment Management#339 · 18 sh | 18 | $1.4K | <0.01% | 0.0% |
| 340 | DiNuzzo Private Wealth#340 · 15 sh | 15 | $1.2K | — | 0.0% |
| 341 | Rialto Wealth Management#341 · 14 sh | 14 | $1.1K | <0.01% | -26.3% |
| 342 | Quarry#342 · 13 sh | 13 | $1.0K | <0.01% | -98.4% |
| 343 | Bay Harbor Wealth Management#343 · 12 sh | 12 | $962.00 | <0.01% | +20.0% |
| 344 | Bruce G. Allen Investments#344 · 12 sh | 12 | $962.00 | <0.01% | -20.0% |
| 345 | CoreCap Advisors#345 · 11 sh | 11 | $882.00 | — | New |
| 346 | Arlington#346 · 10 sh | 10 | $802.00 | — | 0.0% |
| 347 | HFM Investment Advisors#347 · 9 sh | 9 | $722.00 | <0.01% | +125.0% |
| 348 | MV CAPITAL MANAGEMENT#348 · 7 sh | 7 | $562.00 | 0.00% | +75.0% |
| 349 | Transamerica Financial Advisors#349 · 7 sh | 7 | $561.00 | 0.00% | New |
| 350 | Cromwell#350 · 7 sh | 7 | $561.00 | <0.01% | 0.0% |
| 351 | WEST PACES ADVISORS#351 · 6 sh | 6 | $481.00 | — | New |
| 352 | IFG Advisory#352 · 5 sh | 5 | $401.00 | 0.00% | New |
| 353 | SBI Securities , Ltd.#353 · 5 sh | 5 | $401.00 | — | +400.0% |
| 354 | Plante Moran Financial Advisors#354 · 4 sh | 4 | $321.00 | 0.00% | New |
| 355 | Horizon Investments#355 · 3 sh | 3 | $240.00 | 0.00% | -50.0% |
| 356 | SHP Wealth Management#356 · 3 sh | 3 | $240.00 | 0.00% | New |
| 357 | DecisionPoint Financial#357 · 2 sh | 2 | $163.00 | 0.00% | New |
| 358 | GHP Investment Advisors#358 · 2 sh | 2 | $161.00 | — | 0.0% |
| 359 | Davis Capital Management#359 · 2 sh | 2 | $160.00 | — | New |
| 360 | BARTLETT & WEALTH MANAGEMENT#360 · 2 sh | 2 | $160.00 | 0.00% | -81.8% |
| 361 | Hughes Financial Services#361 · 2 sh | 2 | $160.00 | 0.00% | 0.0% |
| 362 | TFC Financial Management#362 · 1 sh | 1 | $81.00 | — | 0.0% |
| 363 | MARYLAND CAPITAL ADVISORS#363 · 1 sh | 1 | $81.00 | — | — |
| 364 | Activest Wealth Management#364 · 1 sh | 1 | $80.00 | — | New |
| 365 | Silver Grove Financial Group#365 · 1 sh | 1 | $80.00 | 0.00% | New |
| 366 | Avion Wealth#366 · 7 sh | 7 | $0.00 | 0.00% | New |
| 367 | Evolution Advisers#367 · 5 sh | 5 | $0.00 | 0.00% | New |
| 368 | Navigoe#368 · 3 sh | 3 | $0.00 | 0.00% | New |
| 369 | Godfrey Financial Associates#369 · 6 sh | 6 | $0.00 | 0.00% | 0.0% |
| 370 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#370 · 48,188 sh | 48,188 | — | — | -2.9% |
| 371 | Quantum Portfolio Management#371 · 568 sh | 568 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.