GoalFusion Wealth Management’s Assurant AIZ Stock Holding History

GoalFusion Wealth Management’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	$584K	Sell	2,174 -200	-8%	-$48.7K	0.24%	19
2026 Q1	$517K	Hold	2,374	–	–	0.23%	17
2025 Q4	$572K	Hold	2,374	–	–	0.26%	18
2025 Q3	$514K	Hold	2,374	–	–	0.25%	18
2025 Q2	$469K	Hold	2,374	–	–	0.24%	18
2025 Q1	$498K	Hold	2,374	–	–	0.27%	16
2024 Q4	$506K	Sell	2,374 -225	-9%	-$46.8K	0.28%	17
2024 Q3	$517K	Hold	2,599	–	–	0.29%	16
2024 Q2	$432K	Hold	2,599	–	–	0.27%	18
2024 Q1	$489K	Hold	2,599	–	–	0.31%	17
2023 Q4	$438K	Hold	2,599	–	–	0.3%	20
2023 Q3	$373K	Sell	2,599 -200	-7%	-$27.4K	0.28%	20
2023 Q2	$352K	Buy	+2,799	New	+$349K	0.26%	19

Other funds holding AIZ

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

GoalFusion Wealth Management's AIZ Position: Q2 2026 in Review

GoalFusion Wealth Management reduced its Assurant (AIZ) stake by 8.4% in Q2 2026, selling an estimated $48.7K and leaving 2,174 shares worth $584K. The position accounts for 0.24% of the portfolio, ranked #19.

GoalFusion Wealth Management first reported a position in AIZ in Q2 2023 and has held it in 13 quarters since. 66 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

GoalFusion Wealth Management held 2,174 shares of Assurant worth $584K as of Q2 2026.
GoalFusion Wealth Management sold 200 Assurant shares in Q2 2026, an estimated $48.7K.
Assurant made up 0.24% of GoalFusion Wealth Management's portfolio in Q2 2026, its #19 holding.
GoalFusion Wealth Management first reported a position in Assurant in Q2 2023 and has held it in 13 quarters since.
66 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.