CFM
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Compass Financial Management’s Assurant AIZ Stock Holding History

Compass Financial Management’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 		$340K Buy
+1,208
New +$294K 0.04% 333

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

Compass Financial Management's AIZ Position: Q2 2026 in Review

Compass Financial Management opened a new position in Assurant (AIZ) in Q2 2026: 1,208 shares worth $340K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings.

573 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Compass Financial Management held 1,208 shares of Assurant worth $340K as of Q2 2026.
  • Assurant was a new Compass Financial Management position in Q2 2026.
  • Assurant made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #333 holding.
  • 573 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.