Basecamp Wealth Advisors’s Assurant AIZ Stock Holding History

Basecamp 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	$269	Hold	1	–	–	﹤0.01%	1713
2026 Q1	$218	Hold	1	–	–	﹤0.01%	1850
2025 Q4	$241	Buy	+1	New	+$223	﹤0.01%	1692

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

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

Basecamp Wealth Advisors held its Assurant (AIZ) position steady in Q2 2026 at 1 share worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Basecamp Wealth Advisors first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Basecamp Wealth Advisors held 1 share of Assurant worth $269 as of Q2 2026.
Basecamp Wealth Advisors left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1713 holding.
Basecamp Wealth Advisors first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.