Avion Wealth’s Assurant AIZ Stock Holding History

Avion Wealth’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	$1K	Buy	+4	New	+$974	﹤0.01%	1160
2025 Q4	–	Sell	-3	Closed	–	–	1193
2025 Q3	$0	Hold	3	–	–	﹤0.01%	1158
2025 Q2	$0	Buy	+3	New	+$590	﹤0.01%	1119

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

Avion Wealth's AIZ Position: Q2 2026 in Review

Avion Wealth opened a new position in Assurant (AIZ) in Q2 2026: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Avion Wealth previously reported a position in AIZ as recently as Q3 2025.

Avion Wealth first reported a position in AIZ in Q2 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Avion Wealth held 4 shares of Assurant worth $1K as of Q2 2026.
Assurant was a new Avion Wealth position in Q2 2026.
Assurant made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1160 holding.
Avion Wealth first reported a position in Assurant in Q2 2025 and has held it in 3 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.