Advisornet Financial’s Assurant AIZ Stock Holding History

Advisornet Financial’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 Q1	$653	Hold	3	–	–	﹤0.01%	2069
2025 Q4	$723	Hold	3	–	–	﹤0.01%	2044
2025 Q3	$650	Sell	3 -1	-25%	-$203	﹤0.01%	2030
2025 Q2	$790	Buy	+4	New	+$786	﹤0.01%	1982
2025 Q1	–	Sell	-1	Closed	-$209	–	2171
2024 Q4	$213	Buy	+1	New	+$208	﹤0.01%	1877
2024 Q3	–	Sell	-5	Closed	-$831	–	2184
2024 Q2	$831	Hold	5	–	–	﹤0.01%	1856
2024 Q1	$941	Buy	+5	New	+$871	﹤0.01%	1781
2023 Q3	–	Sell	-17	Closed	-$2.14K	–	2286
2023 Q2	$2.14K	Sell	17 -7	-29%	-$872	﹤0.01%	1701
2023 Q1	$2.88K	Sell	24 -11	-31%	-$1.38K	﹤0.01%	1607
2022 Q4	$4.38K	Buy	35 +14	+67%	+$1.86K	﹤0.01%	1491
2022 Q3	$3K	Buy	21 +11	+110%	+$1.8K	﹤0.01%	1587
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	1660
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	1758
2021 Q4	$2K	Buy	10 +3	+43%	+$476	﹤0.01%	1794
2021 Q3	$1K	Buy	+7	New	+$1.13K	﹤0.01%	1792
2018 Q3	–	Sell	-17	Closed	-$2K	–	1457
2018 Q2	$2K	Buy	+17	New	+$1.6K	﹤0.01%	1362

Other funds holding AIZ

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return