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
Q2 		$572K Sell
2,130
-7
-0.3% -$1.71K 0.21% 107
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 0.14% 115
2024
Q4 		$370K Buy
+1,735
New +$361K 0.28% 105

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

Optimize Financial's AIZ Position: Q2 2026 in Review

Optimize Financial reduced its Assurant (AIZ) stake by 0.33% in Q2 2026, selling an estimated $1.71K and leaving 2,130 shares worth $572K. The position accounts for 0.21% of the portfolio, ranked #107.

Optimize Financial 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.

  • Optimize Financial held 2,130 shares of Assurant worth $572K as of Q2 2026.
  • Optimize Financial sold 7 Assurant shares in Q2 2026, an estimated $1.71K.
  • Assurant made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #107 holding.
  • Optimize Financial 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 Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.