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Mirabella Financial Services’s Assurant AIZ Stock Holding History

Mirabella Financial 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 		– Sell
-2,205
Closed -$480K – 691
2026
Q1 		$480K Sell
2,205
-1,101
-33% -$251K 0.05% 286
2025
Q4 		$796K Buy
+3,306
New +$738K 0.07% 135
2022
Q3 		– Sell
-2,910
Closed -$503K – 325
2022
Q2 		$503K Buy
+2,910
New +$527K 0.05% 244
2021
Q3 		– Sell
-2,203
Closed -$344K – 423
2021
Q2 		$344K Buy
+2,203
New +$344K 0.06% 195

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

Mirabella Financial Services's AIZ Position: Q2 2026 in Review

Mirabella Financial Services sold out of Assurant (AIZ) in Q2 2026, closing a stake of 2,205 shares — an estimated $480K sold.

Mirabella Financial Services first reported a position in AIZ in Q2 2021 and held it in 4 quarters. The position peaked at $796K in Q4 2025. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Mirabella Financial Services reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,205 Assurant shares in Q2 2026, an estimated $480K.
  • Mirabella Financial Services first reported a position in Assurant in Q2 2021 and held it in 4 quarters.
  • Mirabella Financial Services's Assurant position peaked at $796K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.