CMA
AIZ icon

Cedar Mountain Advisors’s Assurant AIZ Stock Holding History

Cedar Mountain 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 		$8.06K Hold
30
– – ﹤0.01% 552
2026
Q1 		$6.53K Buy
30
+27
+900% +$6.16K ﹤0.01% 569
2025
Q4 		$723 Hold
3
– – ﹤0.01% 559
2025
Q3 		$650 Buy
+3
New +$609 ﹤0.01% 580

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

Cedar Mountain Advisors's AIZ Position: Q2 2026 in Review

Cedar Mountain Advisors held its Assurant (AIZ) position steady in Q2 2026 at 30 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Cedar Mountain Advisors first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cedar Mountain Advisors held 30 shares of Assurant worth $8.06K as of Q2 2026.
  • Cedar Mountain Advisors left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #552 holding.
  • Cedar Mountain Advisors first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.