Superior Planning, LLC’s Assurant AIZ Stock Holding History

Superior Planning, LLC’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.17K	Buy	+31	New	+$8.68K	﹤0.01%	1010

Other funds holding AIZ

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Superior Planning, LLC's AIZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Assurant (AIZ) in Q3 2026: 31 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

427 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

Superior Planning, LLC held 31 shares of Assurant worth $8.17K as of Q3 2026.
Assurant was a new Superior Planning, LLC position in Q3 2026.
Assurant made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1010 holding.
427 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.