Commonwealth Equity Services’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$449K Buy
1,673
+83
+5% +$20.2K ﹤0.01% 3406
2026
Q1
$346K Sell
1,590
-222
-12% -$50.6K ﹤0.01% 3546
2025
Q4
$436K Buy
1,812
+237
+15% +$52.9K ﹤0.01% 3291
2025
Q3
$341K Buy
1,575
+437
+38% +$88.7K ﹤0.01% 3514
2025
Q2
$225K Sell
1,138
-60
-5% -$11.8K ﹤0.01% 3821
2025
Q1
$251K Buy
+1,198
New +$250K ﹤0.01% 3644
2024
Q1
Sell
-2,174
Closed -$366K 4021
2023
Q4
$366K Buy
2,174
+7
+0.3% +$1.11K ﹤0.01% 2991
2023
Q3
$311K Sell
2,167
-2,447
-53% -$335K ﹤0.01% 2999
2023
Q2
$580K Buy
4,614
+2,525
+121% +$314K ﹤0.01% 2497
2023
Q1
$250 Sell
2,089
-119
-5% -$14.9K ﹤0.01% 3117
2022
Q4
$276K Sell
2,208
-7
-0.3% -$933 ﹤0.01% 2936
2022
Q3
$321K Sell
2,215
-28
-1% -$4.57K ﹤0.01% 2765
2022
Q2
$387K Buy
2,243
+335
+18% +$60.7K ﹤0.01% 2612
2022
Q1
$347K Sell
1,908
-112
-6% -$18.3K ﹤0.01% 2846
2021
Q4
$314K Buy
2,020
+115
+6% +$18.2K ﹤0.01% 2937
2021
Q3
$300K Sell
1,905
-30
-2% -$4.84K ﹤0.01% 2931
2021
Q2
$302K Buy
1,935
+13
+0.7% +$2.03K ﹤0.01% 2897
2021
Q1
$272K Buy
1,922
+11
+0.6% +$1.48K ﹤0.01% 2859
2020
Q4
$260K Sell
1,911
-17
-0.9% -$2.2K ﹤0.01% 2694
2020
Q3
$233K Buy
+1,928
New +$221K ﹤0.01% 2576
2020
Q1
Sell
-1,550
Closed -$203K 2818
2019
Q4
$203K Buy
+1,550
New +$199K ﹤0.01% 2602
2017
Q1
Sell
-23,058
Closed -$2.14M 2415
2016
Q4
$2.14M Buy
+23,058
New +$2.01M 0.02% 689

Other funds holding AIZ

Commonwealth Equity Services's AIZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Assurant (AIZ) stake by 5.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,673 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

Commonwealth Equity Services first reported a position in AIZ in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.14M in Q4 2016. 164 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Commonwealth Equity Services held 1,673 shares of Assurant worth $449K as of Q2 2026.
  • Commonwealth Equity Services bought 83 Assurant shares in Q2 2026, an estimated $20.2K.
  • Assurant made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3406 holding.
  • Commonwealth Equity Services first reported a position in Assurant in Q4 2016 and has held it in 22 quarters since.
  • Commonwealth Equity Services's Assurant position peaked at $2.14M in Q4 2016.
  • 164 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.