LC
AGO icon

Lindbrook Capital’s Assured Guaranty AGO Stock Holding History

Lindbrook Capital’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
2025
Q1 		$8.19K Buy
93
+8
+9% +$717 ﹤0.01% 1735
2024
Q4 		$7.65K Buy
85
+2
+2% +$175 ﹤0.01% 1794
2024
Q3 		$6.6K Hold
83
– – ﹤0.01% 1888
2024
Q2 		$6.4K Sell
83
-3
-3% -$235 ﹤0.01% 1873
2024
Q1 		$7.5K Buy
86
+3
+4% +$253 ﹤0.01% 1716
2023
Q4 		$6.21K Hold
83
– – ﹤0.01% 1767
2023
Q3 		$5.02K Hold
83
– – ﹤0.01% 1770
2023
Q2 		$4.63K Buy
83
+19
+30% +$1.01K ﹤0.01% 1843
2023
Q1 		$3.22K Hold
64
– – ﹤0.01% 2045
2022
Q4 		$3.98K Hold
64
– – ﹤0.01% 1936
2022
Q3 		$3K Hold
64
– – ﹤0.01% 1830
2022
Q2 		$4K Hold
64
– – ﹤0.01% 1604
2022
Q1 		$4K Hold
64
– – ﹤0.01% 1665
2021
Q4 		$3K Hold
64
– – ﹤0.01% 1632
2021
Q3 		$3K Hold
64
– – ﹤0.01% 1373
2021
Q2 		$3K Hold
64
– – ﹤0.01% 1433
2021
Q1 		$3K Sell
64
-1
-2% -$40 ﹤0.01% 1386
2020
Q4 		$2K Hold
65
– – ﹤0.01% 1416
2020
Q3 		$1K Buy
+65
New +$1.43K ﹤0.01% 1495
2020
Q2 		– Sell
-152
Closed -$4K – 1704
2020
Q1 		$4K Hold
152
– – ﹤0.01% 1051
2019
Q4 		$7K Hold
152
– – ﹤0.01% 997
2019
Q3 		$7K Hold
152
– – ﹤0.01% 979
2019
Q2 		$6K Hold
152
– – ﹤0.01% 1001
2019
Q1 		$6K Hold
152
– – ﹤0.01% 1017
2018
Q4 		$5K Buy
+152
New +$6.07K ﹤0.01% 996

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's AGO Position: Q1 2025 in Review

Lindbrook Capital increased its Assured Guaranty (AGO) stake by 9.4% in Q1 2025, buying an estimated $717 and bringing the position to 93 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Lindbrook Capital first reported a position in AGO in Q4 2018 and has held it in 25 quarters since. 331 funds tracked by Wall St. Rank hold AGO as of Q1 2025.

  • Lindbrook Capital held 93 shares of Assured Guaranty worth $8.19K as of Q1 2025.
  • Lindbrook Capital bought 8 Assured Guaranty shares in Q1 2025, an estimated $717.
  • Assured Guaranty made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1735 holding.
  • Lindbrook Capital first reported a position in Assured Guaranty in Q4 2018 and has held it in 25 quarters since.
  • 331 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.