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Concord Wealth Partners’s Assurant AIZ Stock Holding History

Concord 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
2026
Q2 		$33.6K Buy
+125
New +$30.4K ﹤0.01% 418
2026
Q1 		– Sell
-125
Closed -$30.1K – 224
2025
Q4 		$30.1K Hold
125
– – ﹤0.01% 390
2025
Q3 		$27.1K Hold
125
– – ﹤0.01% 416
2025
Q2 		$24.7K Hold
125
– – ﹤0.01% 442
2025
Q1 		$26.2K Hold
125
– – ﹤0.01% 401
2024
Q4 		$26.7K Hold
125
– – ﹤0.01% 416
2024
Q3 		$24.9K Hold
125
– – ﹤0.01% 441
2024
Q2 		$20.8K Hold
125
– – ﹤0.01% 421
2024
Q1 		$23.5K Hold
125
– – ﹤0.01% 467
2023
Q4 		$21.1K Hold
125
– – ﹤0.01% 470
2023
Q3 		$17.9K Hold
125
– – ﹤0.01% 526
2023
Q2 		$15.7K Hold
125
– – ﹤0.01% 542
2023
Q1 		$15K Hold
125
– – ﹤0.01% 537
2022
Q4 		$15.6K Buy
+125
New +$16.7K ﹤0.01% 572
2022
Q3 		– Sell
-147
Closed -$25K – 180
2022
Q2 		$25K Buy
147
+1
+0.7% +$181 0.01% 493
2022
Q1 		$27K Hold
146
– – 0.01% 564
2021
Q4 		$23K Buy
146
+21
+17% +$3.33K 0.01% 610
2021
Q3 		$20K Sell
125
-21
-14% -$3.39K 0.01% 371
2021
Q2 		$23K Buy
146
+18
+14% +$2.81K 0.01% 473
2021
Q1 		$18K Buy
128
+3
+2% +$404 0.01% 483
2020
Q4 		$17K Buy
+125
New +$16.2K 0.01% 322

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

Concord Wealth Partners's AIZ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Assurant (AIZ) in Q2 2026: 125 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AIZ as recently as Q4 2025.

Concord Wealth Partners first reported a position in AIZ in Q4 2020 and has held it in 21 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Concord Wealth Partners held 125 shares of Assurant worth $33.6K as of Q2 2026.
  • Assurant was a new Concord Wealth Partners position in Q2 2026.
  • Assurant made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #418 holding.
  • Concord Wealth Partners first reported a position in Assurant in Q4 2020 and has held it in 21 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.