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BCS Private Wealth Management’s Assurant AIZ Stock Holding History

BCS Private 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 		– Sell
-1,602
Closed -$349K – 189
2026
Q1 		$349K Buy
1,602
+55
+4% +$12.5K 0.11% 139
2025
Q4 		$373K Buy
+1,547
New +$346K 0.13% 121

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCS Private Wealth Management's AIZ Position: Q2 2026 in Review

BCS Private Wealth Management sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,602 shares — an estimated $349K sold.

BCS Private Wealth Management first reported a position in AIZ in Q4 2025 and held it in 2 quarters. The position peaked at $373K in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • BCS Private Wealth Management reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 1,602 Assurant shares in Q2 2026, an estimated $349K.
  • BCS Private Wealth Management first reported a position in Assurant in Q4 2025 and held it in 2 quarters.
  • BCS Private Wealth Management's Assurant position peaked at $373K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

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