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Crestwood Advisors Group’s Assured Guaranty AGO Stock Holding History

Crestwood Advisors Group’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 		– Sell
-2,460
Closed -$200K – 881
2026
Q1 		$200K Buy
+2,460
New +$210K ﹤0.01% 738

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

Crestwood Advisors Group's AGO Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 2,460 shares — an estimated $200K sold.

Crestwood Advisors Group first reported a position in AGO in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 371 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Crestwood Advisors Group reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,460 Assured Guaranty shares in Q2 2026, an estimated $200K.
  • Crestwood Advisors Group first reported a position in Assured Guaranty in Q1 2026 and held it in 1 quarter.
  • Crestwood Advisors Group's Assured Guaranty position peaked at $200K in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.