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

Handelsbanken Fonder

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

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return