Institute for Wealth Management’s Assurant AIZ Stock Holding History

Institute for 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	$80.6K	Buy	+300	New	+$73.1K	0.01%	751

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's AIZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Assurant (AIZ) in Q2 2026: 300 shares worth $80.6K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings.

285 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Institute for Wealth Management held 300 shares of Assurant worth $80.6K as of Q2 2026.
Assurant was a new Institute for Wealth Management position in Q2 2026.
Assurant made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #751 holding.
285 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.