Acumen Wealth Advisors’s Assurant AIZ Stock Holding History

Acumen Wealth Advisors’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	$4.57K	Hold	17	–	–	﹤0.01%	407
2026 Q1	$3.7K	Hold	17	–	–	﹤0.01%	403
2025 Q4	$4.09K	Buy	+17	New	+$3.8K	﹤0.01%	395

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

Acumen Wealth Advisors's AIZ Position: Q2 2026 in Review

Acumen Wealth Advisors held its Assurant (AIZ) position steady in Q2 2026 at 17 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Acumen Wealth Advisors first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Acumen Wealth Advisors held 17 shares of Assurant worth $4.57K as of Q2 2026.
Acumen Wealth Advisors left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #407 holding.
Acumen Wealth Advisors first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.