Networth Advisors’s Assurant AIZ Stock Holding History

Networth 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	–	Sell	-3	Closed	-$653	–	387
2026 Q1	$653	Buy	+3	New	+$684	﹤0.01%	348

Other funds holding AIZ

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Networth Advisors's AIZ Position: Q2 2026 in Review

Networth Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 3 shares — an estimated $653 sold.

Networth Advisors first reported a position in AIZ in Q1 2026 and held it in 1 quarter. The position peaked at $653 in Q1 2026. 257 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Networth Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Networth Advisors sold 3 Assurant shares in Q2 2026, an estimated $653.
Networth Advisors first reported a position in Assurant in Q1 2026 and held it in 1 quarter.
Networth Advisors's Assurant position peaked at $653 in Q1 2026.
257 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.