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Copia Wealth Management’s Assurant AIZ Stock Holding History

Copia Wealth 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 		$16.6K Hold
62
– – 0.01% 293
2026
Q1 		$13.5K Hold
62
– – 0.01% 300
2025
Q4 		$14.9K Hold
62
– – 0.01% 290
2025
Q3 		$13.4K Hold
62
– – 0.01% 293
2025
Q2 		$12.2K Hold
62
– – 0.01% 275
2025
Q1 		$13K Hold
62
– – 0.01% 253
2024
Q4 		$13.2K Buy
+62
New +$12.9K 0.01% 235

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

Copia Wealth Management's AIZ Position: Q2 2026 in Review

Copia Wealth Management held its Assurant (AIZ) position steady in Q2 2026 at 62 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #293.

Copia Wealth Management first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Copia Wealth Management held 62 shares of Assurant worth $16.6K as of Q2 2026.
  • Copia Wealth Management left its Assurant share count unchanged in Q2 2026.
  • Assurant made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Copia Wealth Management first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.