Accordant Advisory Group’s Assurant AIZ Stock Holding History

Accordant Advisory Group’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	$15K	Hold	56	–	–	0.01%	155
2026 Q1	$12.2K	Buy	+56	New	+$12.8K	0.01%	159

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

Accordant Advisory Group's AIZ Position: Q2 2026 in Review

Accordant Advisory Group held its Assurant (AIZ) position steady in Q2 2026 at 56 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #155.

Accordant Advisory Group first reported a position in AIZ in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Accordant Advisory Group held 56 shares of Assurant worth $15K as of Q2 2026.
Accordant Advisory Group left its Assurant share count unchanged in Q2 2026.
Assurant made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #155 holding.
Accordant Advisory Group first reported a position in Assurant in Q1 2026 and has held it in 2 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.