IMA 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
$4.83K Buy
18
+6
+50% +$1.46K ﹤0.01% 920
2026
Q1
$2.61K Hold
12
– – ﹤0.01% 576
2025
Q4
$2.89K Buy
+12
New +$2.68K ﹤0.01% 570

Other funds holding AIZ

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

IMA Advisory Services increased its Assurant (AIZ) stake by 50% in Q2 2026, buying an estimated $1.46K and bringing the position to 18 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

IMA Advisory Services first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • IMA Advisory Services held 18 shares of Assurant worth $4.83K as of Q2 2026.
  • IMA Advisory Services bought 6 Assurant shares in Q2 2026, an estimated $1.46K.
  • Assurant made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #920 holding.
  • IMA Advisory Services first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

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