OF
AIZ icon

Optimize Financial’s Assurant AIZ Stock Holding History

Optimize Financial’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
Q1 		$465K Sell
2,137
-26
-1% -$5.93K 0.23% 123
2025
Q4 		$521K Buy
2,163
+28
+1% +$6.25K 0.26% 114
2025
Q3 		$462K Buy
2,135
+315
+17% +$63.9K 0.24% 139
2025
Q2 		$359K Sell
1,820
-12
-0.7% -$2.36K 0.22% 139
2025
Q1 		$384K Buy
1,832
+97
+6% +$20.2K 0.28% 114
2024
Q4 		$370K Buy
+1,735
New +$361K 0.28% 105

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimize Financial's AIZ Position: Q1 2026 in Review

Optimize Financial reduced its Assurant (AIZ) stake by 1.2% in Q1 2026, selling an estimated $5.93K and leaving 2,137 shares worth $465K. The position accounts for 0.23% of the portfolio, ranked #123.

Optimize Financial first reported a position in AIZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $521K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Optimize Financial held 2,137 shares of Assurant worth $465K as of Q1 2026.
  • Optimize Financial sold 26 Assurant shares in Q1 2026, an estimated $5.93K.
  • Assurant made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #123 holding.
  • Optimize Financial first reported a position in Assurant in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Assurant position peaked at $521K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.