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Callan Family Office’s Assured Guaranty AGO Stock Holding History

Callan Family Office’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 		$201K Buy
+2,512
New +$198K ﹤0.01% 1152
2025
Q3 		– Sell
-2,736
Closed -$238K – 850
2025
Q2 		$238K Buy
+2,736
New +$233K 0.01% 844

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Callan Family Office's AGO Position: Q2 2026 in Review

Callan Family Office opened a new position in Assured Guaranty (AGO) in Q2 2026: 2,512 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: Callan Family Office previously reported a position in AGO as recently as Q2 2025.

Callan Family Office first reported a position in AGO in Q2 2025 and has held it in 2 quarters since. The position peaked at $238K in Q2 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Callan Family Office held 2,512 shares of Assured Guaranty worth $201K as of Q2 2026.
  • Assured Guaranty was a new Callan Family Office position in Q2 2026.
  • Assured Guaranty made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1152 holding.
  • Callan Family Office first reported a position in Assured Guaranty in Q2 2025 and has held it in 2 quarters since.
  • Callan Family Office's Assured Guaranty position peaked at $238K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.