CA
AGO icon

Clearstead Advisors’s Assured Guaranty AGO Stock Holding History

Clearstead 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 		$209K Buy
2,609
+2,513
+2,618% +$198K ﹤0.01% 1051
2026
Q1 		$7.82K Sell
96
-1,162
-92% -$99.2K ﹤0.01% 1656
2025
Q4 		$113K Buy
1,258
+642
+104% +$55.4K ﹤0.01% 1094
2025
Q3 		$52.1K Sell
616
-26
-4% -$2.16K ﹤0.01% 1267
2025
Q2 		$55.9K Buy
642
+546
+569% +$46.5K ﹤0.01% 1255
2025
Q1 		$8.46K Hold
96
– – ﹤0.01% 1649
2024
Q4 		$8.64K Hold
96
– – ﹤0.01% 1610
2024
Q3 		$7.63K Hold
96
– – ﹤0.01% 1634
2024
Q2 		$7.41K Hold
96
– – ﹤0.01% 1606
2024
Q1 		$7.52K Hold
96
– – ﹤0.01% 1109
2023
Q4 		$7.18K Buy
96
+44
+85% +$2.91K ﹤0.01% 1112
2023
Q3 		$3.15K Buy
+52
New +$3.09K ﹤0.01% 1154

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

Clearstead Advisors's AGO Position: Q2 2026 in Review

Clearstead Advisors increased its Assured Guaranty (AGO) stake by 2,618% in Q2 2026, buying an estimated $198K and bringing the position to 2,609 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Clearstead Advisors first reported a position in AGO in Q3 2023 and has held it in 12 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Clearstead Advisors held 2,609 shares of Assured Guaranty worth $209K as of Q2 2026.
  • Clearstead Advisors bought 2,513 Assured Guaranty shares in Q2 2026, an estimated $198K.
  • Assured Guaranty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1051 holding.
  • Clearstead Advisors first reported a position in Assured Guaranty in Q3 2023 and has held it in 12 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.