Abacus Wealth Partners’s Assurant AIZ Stock Holding History

Abacus Wealth Partners’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 Q2	–	Sell	-1,153	Closed	-$251K	–	327
2026 Q1	$251K	Buy	1,153 +26	+2%	+$5.93K	0.02%	411
2025 Q4	$271K	Buy	+1,127	New	+$252K	0.03%	379

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Abacus Wealth Partners's AIZ Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,153 shares — an estimated $251K sold.

Abacus Wealth Partners first reported a position in AIZ in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Abacus Wealth Partners reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 1,153 Assurant shares in Q2 2026, an estimated $251K.
Abacus Wealth Partners first reported a position in Assurant in Q4 2025 and held it in 2 quarters.
Abacus Wealth Partners's Assurant position peaked at $271K in Q4 2025.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.