EWP
AIZ icon

Elevation Wealth Partners’s Assurant AIZ Stock Holding History

Elevation Wealth Partners’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
Q3 		$8.43K Hold
32
– – ﹤0.01% 947
2026
Q2 		$8.59K Buy
32
+21
+191% +$5.12K ﹤0.01% 856
2026
Q1 		$2.4K Buy
11
+10
+1,000% +$2.28K ﹤0.01% 874
2025
Q4 		$241 Buy
+1
New +$223 ﹤0.01% 936

Other funds holding AIZ

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's AIZ Position: Q3 2026 in Review

Elevation Wealth Partners held its Assurant (AIZ) position steady in Q3 2026 at 32 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Elevation Wealth Partners first reported a position in AIZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.59K in Q2 2026. 17 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Elevation Wealth Partners held 32 shares of Assurant worth $8.43K as of Q3 2026.
  • Elevation Wealth Partners left its Assurant share count unchanged in Q3 2026.
  • Assurant made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #947 holding.
  • Elevation Wealth Partners first reported a position in Assurant in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Assurant position peaked at $8.59K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.