Clark Wealth Partners’s Assurant AIZ Stock Holding History

Clark Wealth Partners’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
2025 Q3	–	Sell	-4	Closed	-$790	–	566
2025 Q2	$790	Buy	+4	New	+$786	﹤0.01%	458

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clark Wealth Partners's AIZ Position: Q3 2025 in Review

Clark Wealth Partners sold out of Assurant (AIZ) in Q3 2025, closing a stake of 4 shares — an estimated $790 sold.

Clark Wealth Partners first reported a position in AIZ in Q2 2025 and held it in 1 quarter. The position peaked at $790 in Q2 2025. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

Clark Wealth Partners reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
Clark Wealth Partners sold 4 Assurant shares in Q3 2025, an estimated $790.
Clark Wealth Partners first reported a position in Assurant in Q2 2025 and held it in 1 quarter.
Clark Wealth Partners's Assurant position peaked at $790 in Q2 2025.
541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.