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 Q2	$806	Hold	3	–	–	﹤0.01%	2044
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	–	1456
2018 Q2	$2K	Buy	+17	New	+$1.6K	﹤0.01%	1362

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 $3.38T AUM 44.17% 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

Advisornet Financial's AIZ Position: Q2 2026 in Review

Advisornet Financial held its Assurant (AIZ) position steady in Q2 2026 at 3 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Advisornet Financial first reported a position in AIZ in Q2 2018 and has held it in 17 quarters since. The position peaked at $4.38K in Q4 2022. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Advisornet Financial held 3 shares of Assurant worth $806 as of Q2 2026.
Advisornet Financial left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2044 holding.
Advisornet Financial first reported a position in Assurant in Q2 2018 and has held it in 17 quarters since.
Advisornet Financial's Assurant position peaked at $4.38K in Q4 2022.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.