Carolina Wealth Advisors’s Assurant AIZ Stock Holding History

Carolina 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 Q1	–	Sell	-11	Closed	-$2.65K	–	279
2025 Q4	$2.65K	Buy	+11	New	+$2.46K	﹤0.01%	219

Other funds holding AIZ

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carolina Wealth Advisors's AIZ Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Assurant (AIZ) in Q1 2026, closing a stake of 11 shares — an estimated $2.65K sold.

Carolina Wealth Advisors first reported a position in AIZ in Q4 2025 and held it in 1 quarter. The position peaked at $2.65K in Q4 2025. 586 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Carolina Wealth Advisors reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 11 Assurant shares in Q1 2026, an estimated $2.65K.
Carolina Wealth Advisors first reported a position in Assurant in Q4 2025 and held it in 1 quarter.
Carolina Wealth Advisors's Assurant position peaked at $2.65K in Q4 2025.
586 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.