Position in AGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$436,952
-$32,861 QoQ
Shares Held
5,451
-5.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 368 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $5,901,929 across 5 Insurance - Specialty names. AGO ranks #4 (7.4% of the industry book) .
All Filings in AGO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,952 | 5,451 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $469,813 | 5,766 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $563,754 | 6,273 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $521,274 | 6,158 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $541,500 | 6,217 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $533,357 | 6,054 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $506,486 | 5,627 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $486,105 | 6,113 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $466,140 | 6,042 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $513,117 | 5,881 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $439,925 | 5,879 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,981 | 5,849 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $344,899 | 6,181 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $297,548 | 5,919 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $387,443 | 6,223 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $311,097 | 6,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $373,904 | 6,702 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $429,132 | 6,741 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $336,038 | 6,694 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $302,111 | 6,454 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $306,293 | 6,451 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $265,222 | 6,273 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $209,314 | 6,647 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||