Lido Advisors
AGO icon

Lido Advisors’s Assured Guaranty AGO Stock Holding History

Lido 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 		$204K Sell
2,550
-159
-6% -$12.6K ﹤0.01% 1955
2026
Q1 		$221K Buy
+2,709
New +$231K ﹤0.01% 1731
2022
Q2 		– Sell
-6,596
Closed -$419K – 928
2022
Q1 		$419K Buy
+6,596
New +$378K ﹤0.01% 658

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

Lido Advisors's AGO Position: Q2 2026 in Review

Lido Advisors reduced its Assured Guaranty (AGO) stake by 5.9% in Q2 2026, selling an estimated $12.6K and leaving 2,550 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Lido Advisors first reported a position in AGO in Q1 2022 and has held it in 3 quarters since. The position peaked at $419K in Q1 2022. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Lido Advisors held 2,550 shares of Assured Guaranty worth $204K as of Q2 2026.
  • Lido Advisors sold 159 Assured Guaranty shares in Q2 2026, an estimated $12.6K.
  • Assured Guaranty made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1955 holding.
  • Lido Advisors first reported a position in Assured Guaranty in Q1 2022 and has held it in 3 quarters since.
  • Lido Advisors's Assured Guaranty position peaked at $419K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.