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Crestmont Private Wealth’s Assurant AIZ Stock Holding History

Crestmont Private Wealth’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 		$385K Buy
1,435
+72
+5% +$17.5K 0.11% 69
2026
Q1 		$297K Buy
1,363
+467
+52% +$106K 0.09% 83
2025
Q4 		$216K Buy
+896
New +$200K 0.07% 88

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

Crestmont Private Wealth's AIZ Position: Q2 2026 in Review

Crestmont Private Wealth increased its Assurant (AIZ) stake by 5.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,435 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #69.

Crestmont Private Wealth first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Crestmont Private Wealth held 1,435 shares of Assurant worth $385K as of Q2 2026.
  • Crestmont Private Wealth bought 72 Assurant shares in Q2 2026, an estimated $17.5K.
  • Assurant made up 0.11% of Crestmont Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Crestmont Private Wealth first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.