CFFP
AIZ icon

Center for Financial Planning’s Assurant AIZ Stock Holding History

Center for Financial Planning’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 		$20.1K Hold
75
– – ﹤0.01% 422
2026
Q1 		$16.3K Hold
75
– – ﹤0.01% 436
2025
Q4 		$18.1K Hold
75
– – ﹤0.01% 427
2025
Q3 		$16.2K Hold
75
– – ﹤0.01% 444
2025
Q2 		$14.8K Hold
75
– – ﹤0.01% 427
2025
Q1 		$15.7K Hold
75
– – ﹤0.01% 421
2024
Q4 		$16K Hold
75
– – ﹤0.01% 369
2024
Q3 		$14.9K Hold
75
– – ﹤0.01% 363
2024
Q2 		$12.5K Hold
75
– – ﹤0.01% 370
2024
Q1 		$14.1K Buy
+75
New +$13.1K ﹤0.01% 360
2020
Q2 		– Sell
-78
Closed -$8K – 450
2020
Q1 		$8K Buy
+78
New +$9.62K ﹤0.01% 359

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 $3.38T AUM 44.17% 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

Center for Financial Planning's AIZ Position: Q2 2026 in Review

Center for Financial Planning held its Assurant (AIZ) position steady in Q2 2026 at 75 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Center for Financial Planning first reported a position in AIZ in Q1 2020 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Center for Financial Planning held 75 shares of Assurant worth $20.1K as of Q2 2026.
  • Center for Financial Planning left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #422 holding.
  • Center for Financial Planning first reported a position in Assurant in Q1 2020 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.