KFAS
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Keating Financial Advisory Services’s Assurant AIZ Stock Holding History

Keating Financial Advisory Services’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 		$13.4K Buy
50
+3
+6% +$731 ﹤0.01% 1138
2026
Q1 		$10.2K Buy
47
+17
+57% +$3.88K ﹤0.01% 1118
2025
Q4 		$7.23K Buy
+30
New +$6.7K ﹤0.01% 1192

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

Keating Financial Advisory Services's AIZ Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Assurant (AIZ) stake by 6.4% in Q2 2026, buying an estimated $731 and bringing the position to 50 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Keating Financial Advisory Services first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Keating Financial Advisory Services held 50 shares of Assurant worth $13.4K as of Q2 2026.
  • Keating Financial Advisory Services bought 3 Assurant shares in Q2 2026, an estimated $731.
  • Assurant made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1138 holding.
  • Keating Financial Advisory Services first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.