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Cornerstone Financial Management’s Assurant AIZ Stock Holding History

Cornerstone 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 		$2.42K Buy
9
+6
+200% +$1.46K ﹤0.01% 789
2026
Q1 		$653 Hold
3
– – ﹤0.01% 1077
2025
Q4 		$723 Buy
+3
New +$670 ﹤0.01% 1038

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

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

Cornerstone Financial Management increased its Assurant (AIZ) stake by 200% in Q2 2026, buying an estimated $1.46K and bringing the position to 9 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Cornerstone Financial Management first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cornerstone Financial Management held 9 shares of Assurant worth $2.42K as of Q2 2026.
  • Cornerstone Financial Management bought 6 Assurant shares in Q2 2026, an estimated $1.46K.
  • Assurant made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #789 holding.
  • Cornerstone Financial Management first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

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