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Alpine Bank Wealth Management’s Assurant AIZ Stock Holding History

Alpine Bank Wealth Management’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 		$2.95K Buy
+11
New +$2.68K ﹤0.01% 400
2025
Q4 		– Sell
-135
Closed -$29.2K – 154
2025
Q3 		$29.2K Buy
135
+1
+0.7% +$203 ﹤0.01% 280
2025
Q2 		$26.5K Hold
134
– – ﹤0.01% 297
2025
Q1 		$28.1K Buy
+134
New +$28K ﹤0.01% 280
2024
Q3 		$48.1K Buy
+242
New +$44.1K 0.01% 259

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Alpine Bank Wealth Management's AIZ Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Assurant (AIZ) in Q2 2026: 11 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in AIZ as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in AIZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $48.1K in Q3 2024. 287 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Alpine Bank Wealth Management held 11 shares of Assurant worth $2.95K as of Q2 2026.
  • Assurant was a new Alpine Bank Wealth Management position in Q2 2026.
  • Assurant made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Alpine Bank Wealth Management first reported a position in Assurant in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Assurant position peaked at $48.1K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.