Focus Partners Wealth
AIZ icon

Focus Partners Wealth’s Assurant AIZ Stock Holding History

Focus Partners 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 		$668K Sell
2,487
-1,818
-42% -$443K ﹤0.01% 1822
2026
Q1 		$938K Buy
4,305
+847
+24% +$193K ﹤0.01% 1655
2025
Q4 		$833K Buy
3,458
+1,465
+74% +$327K ﹤0.01% 1710
2025
Q3 		$381K Sell
1,993
-418
-17% -$84.8K ﹤0.01% 1724
2025
Q2 		$476K Sell
2,411
-237
-9% -$46.6K ﹤0.01% 1463
2025
Q1 		$556K Buy
2,648
+1,044
+65% +$218K ﹤0.01% 1301
2024
Q4 		$342K Sell
1,604
-72,566
-98% -$15.1M ﹤0.01% 1489
2024
Q3 		$1.87M Buy
+74,170
New +$13.5M 0.01% 778

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's AIZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Assurant (AIZ) stake by 42% in Q2 2026, selling an estimated $443K and leaving 2,487 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Focus Partners Wealth first reported a position in AIZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q3 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Focus Partners Wealth held 2,487 shares of Assurant worth $668K as of Q2 2026.
  • Focus Partners Wealth sold 1,818 Assurant shares in Q2 2026, an estimated $443K.
  • Assurant made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1822 holding.
  • Focus Partners Wealth first reported a position in Assurant in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Assurant position peaked at $1.87M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.