Cornerstone Planning Group’s Assurant AIZ Stock Holding History

Cornerstone Planning Group’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	$8.74K	Sell	32 -9	-22%	-$2.19K	﹤0.01%	931
2026 Q1	$9.49K	Buy	41 +1	+3%	+$228	﹤0.01%	910
2025 Q4	$9.49K	Sell	40 -1	-2%	-$223	﹤0.01%	813
2025 Q3	$8.71K	Buy	41 +28	+215%	+$5.68K	﹤0.01%	811
2025 Q2	$2.46K	Buy	13 +3	+30%	+$590	﹤0.01%	885
2025 Q1	$1.91K	Hold	10	–	–	﹤0.01%	997
2024 Q4	$2.16K	Hold	10	–	–	﹤0.01%	779
2024 Q3	$1.94K	Hold	10	–	–	﹤0.01%	782
2024 Q2	$1.69K	Buy	10 +2	+25%	+$347	﹤0.01%	814
2024 Q1	$1.41K	Buy	+8	New	+$1.39K	﹤0.01%	718

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Planning Group's AIZ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Assurant (AIZ) stake by 22% in Q2 2026, selling an estimated $2.19K and leaving 32 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Cornerstone Planning Group first reported a position in AIZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.49K in Q1 2026. 315 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Cornerstone Planning Group held 32 shares of Assurant worth $8.74K as of Q2 2026.
Cornerstone Planning Group sold 9 Assurant shares in Q2 2026, an estimated $2.19K.
Assurant made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #931 holding.
Cornerstone Planning Group first reported a position in Assurant in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Assurant position peaked at $9.49K in Q1 2026.
315 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.