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Rialto Wealth Management’s Assured Guaranty AGO Stock Holding History

Rialto Wealth Management’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 		$1.12K Sell
14
-5
-26% -$395 ﹤0.01% 1327
2026
Q1 		$1.55K Buy
19
+7
+58% +$597 ﹤0.01% 965
2025
Q4 		$1.08K Hold
12
– – ﹤0.01% 967
2025
Q3 		$1.02K Buy
12
+8
+200% +$665 ﹤0.01% 928
2025
Q2 		$349 Sell
4
-2
-33% -$170 ﹤0.01% 1253
2025
Q1 		$529 Buy
+6
New +$538 ﹤0.01% 791

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

Rialto Wealth Management's AGO Position: Q2 2026 in Review

Rialto Wealth Management reduced its Assured Guaranty (AGO) stake by 26% in Q2 2026, selling an estimated $395 and leaving 14 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Rialto Wealth Management first reported a position in AGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55K in Q1 2026. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Rialto Wealth Management held 14 shares of Assured Guaranty worth $1.12K as of Q2 2026.
  • Rialto Wealth Management sold 5 Assured Guaranty shares in Q2 2026, an estimated $395.
  • Assured Guaranty made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1327 holding.
  • Rialto Wealth Management first reported a position in Assured Guaranty in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Assured Guaranty position peaked at $1.55K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.