JWA
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JFS Wealth Advisors’s Assurant AIZ Stock Holding History

JFS Wealth 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
Q2 		$18.3K Buy
68
+2
+3% +$487 ﹤0.01% 794
2026
Q1 		$14.4K Sell
66
-5
-7% -$1.14K ﹤0.01% 828
2025
Q4 		$17.1K Buy
71
+16
+29% +$3.57K ﹤0.01% 795
2025
Q3 		$11.9K Hold
55
– – ﹤0.01% 845
2025
Q2 		$10.9K Hold
55
– – ﹤0.01% 843
2025
Q1 		$11.5K Hold
55
– – ﹤0.01% 834
2024
Q4 		$11.7K Hold
55
– – ﹤0.01% 806
2024
Q3 		$10.9K Buy
55
+2
+4% +$364 ﹤0.01% 823
2024
Q2 		$8.81K Hold
53
– – ﹤0.01% 836
2024
Q1 		$9.98K Hold
53
– – ﹤0.01% 819
2023
Q4 		$8.93K Buy
53
+6
+13% +$954 ﹤0.01% 810
2023
Q3 		$6.75K Buy
47
+14
+42% +$1.92K ﹤0.01% 869
2023
Q2 		$4.15K Buy
33
+24
+267% +$2.99K ﹤0.01% 1087
2023
Q1 		$1.08K Sell
9
-23
-72% -$2.88K ﹤0.01% 1560
2022
Q4 		$4K Sell
32
-3
-9% -$400 ﹤0.01% 1078
2022
Q3 		$5K Sell
35
-31
-47% -$5.06K ﹤0.01% 958
2022
Q2 		$11K Buy
66
+26
+65% +$4.71K ﹤0.01% 729
2022
Q1 		$7K Buy
40
+25
+167% +$4.09K ﹤0.01% 899
2021
Q4 		$2K Buy
+15
New +$2.38K ﹤0.01% 1016

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's AIZ Position: Q2 2026 in Review

JFS Wealth Advisors increased its Assurant (AIZ) stake by 3% in Q2 2026, buying an estimated $487 and bringing the position to 68 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

JFS Wealth Advisors first reported a position in AIZ in Q4 2021 and has held it in 19 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • JFS Wealth Advisors held 68 shares of Assurant worth $18.3K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Assurant shares in Q2 2026, an estimated $487.
  • Assurant made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #794 holding.
  • JFS Wealth Advisors first reported a position in Assurant in Q4 2021 and has held it in 19 quarters since.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

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