Diversify Advisory Services’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$384K Buy
+1,387
New +$338K 0.01% 967
2024
Q3
– Sell
-1,980
Closed -$320K – 634
2024
Q2
$320K Buy
1,980
+5
+0.3% +$867 0.02% 488
2024
Q1
$370K Buy
+1,975
New +$344K 0.02% 490

Other funds holding AIZ

Diversify Advisory Services's AIZ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Assurant (AIZ) in Q2 2026: 1,387 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AIZ as recently as Q2 2024.

Diversify Advisory Services first reported a position in AIZ in Q1 2024 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Diversify Advisory Services held 1,387 shares of Assurant worth $384K as of Q2 2026.
  • Assurant was a new Diversify Advisory Services position in Q2 2026.
  • Assurant made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #967 holding.
  • Diversify Advisory Services first reported a position in Assurant in Q1 2024 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.