Cedar Mountain Advisors
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
Q3 		$7.9K Hold
30
– – ﹤0.01% 527
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 $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Cedar Mountain Advisors's AIZ Position: Q3 2026 in Review

Cedar Mountain Advisors held its Assurant (AIZ) position steady in Q3 2026 at 30 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Cedar Mountain Advisors first reported a position in AIZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.06K in Q2 2026. 514 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Cedar Mountain Advisors held 30 shares of Assurant worth $7.9K as of Q3 2026.
  • Cedar Mountain Advisors left its Assurant share count unchanged in Q3 2026.
  • Assurant made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #527 holding.
  • Cedar Mountain Advisors first reported a position in Assurant in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Assurant position peaked at $8.06K in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.