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Mowery & Schoenfeld Wealth Management’s Assurant AIZ Stock Holding History

Mowery & Schoenfeld 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 		$2.7K Hold
10
– – ﹤0.01% 318
2026
Q1 		$2.19K Hold
10
– – ﹤0.01% 318
2025
Q4 		$2.42K Hold
10
– – ﹤0.01% 390
2025
Q3 		$2.17K Hold
10
– – ﹤0.01% 334
2025
Q2 		$1.98K Hold
10
– – ﹤0.01% 329
2025
Q1 		$2.11K Sell
10
-1
-9% -$209 ﹤0.01% 386
2024
Q4 		$2.35K Buy
+11
New +$2.29K ﹤0.01% 384

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's AIZ Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Assurant (AIZ) position steady in Q2 2026 at 10 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Mowery & Schoenfeld Wealth Management first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 10 shares of Assurant worth $2.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.