FFA
AIZ icon

Farther Finance Advisors’s Assurant AIZ Stock Holding History

Farther Finance Advisors’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 		$288K Sell
1,092
-442
-29% -$124K ﹤0.01% 2019
2026
Q2 		$412K Buy
1,534
+185
+14% +$45.1K ﹤0.01% 1699
2026
Q1 		$292K Sell
1,349
-128
-9% -$29.2K ﹤0.01% 1751
2025
Q4 		$356K Sell
1,477
-85
-5% -$19K ﹤0.01% 1542
2025
Q3 		$338K Buy
1,562
+1,163
+291% +$236K 0.01% 1312
2025
Q2 		$78.9K Sell
399
-302
-43% -$59.3K ﹤0.01% 1879
2025
Q1 		$148K Buy
701
+22
+3% +$4.59K ﹤0.01% 1349
2024
Q4 		$145K Buy
679
+356
+110% +$74.1K 0.01% 1147
2024
Q3 		$64.3K Buy
323
+33
+11% +$6.01K ﹤0.01% 1520
2024
Q2 		$48.4K Buy
290
+190
+190% +$33K ﹤0.01% 1429
2024
Q1 		$18.7K Buy
100
+10
+11% +$1.74K ﹤0.01% 1516
2023
Q4 		$15.2K Buy
90
+51
+131% +$8.11K ﹤0.01% 1428
2023
Q3 		$5.6K Sell
39
-1
-3% -$137 ﹤0.01% 1489
2023
Q2 		$5.03K Sell
40
-11
-22% -$1.37K ﹤0.01% 1432
2023
Q1 		$6.12K Sell
51
-1
-2% -$125 ﹤0.01% 1266
2022
Q4 		$6.5K Buy
+52
New +$6.93K ﹤0.01% 1084

Other funds holding AIZ

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farther Finance Advisors's AIZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Assurant (AIZ) stake by 29% in Q3 2026, selling an estimated $124K and leaving 1,092 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Farther Finance Advisors first reported a position in AIZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $412K in Q2 2026. 32 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Farther Finance Advisors held 1,092 shares of Assurant worth $288K as of Q3 2026.
  • Farther Finance Advisors sold 442 Assurant shares in Q3 2026, an estimated $124K.
  • Assurant made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2019 holding.
  • Farther Finance Advisors first reported a position in Assurant in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Assurant position peaked at $412K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.