Action Point Financial Planning’s Assurant AIZ Stock Holding History

Action Point Financial Planning’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	$13.4K	Buy	+54	New	+$13.2K	﹤0.01%	1324

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

Action Point Financial Planning's AIZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Assurant (AIZ) in Q2 2026: 54 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings.

606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Action Point Financial Planning held 54 shares of Assurant worth $13.4K as of Q2 2026.
Assurant was a new Action Point Financial Planning position in Q2 2026.
Assurant made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1324 holding.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.