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Park Square Financial Group’s Assurant AIZ Stock Holding History

Park Square Financial Group’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 		$1.88K Sell
7
-3
-30% -$731 0.02% 171
2026
Q1 		$2.18K Sell
10
-158
-94% -$36K 0.02% 206
2025
Q4 		$35.8K Buy
168
+113
+205% +$25.2K 0.21% 47
2025
Q3 		$11.9K Sell
55
-39
-41% -$7.91K 0.05% 144
2025
Q2 		$18.6K Sell
94
-83
-47% -$16.3K 0.01% 477
2025
Q1 		$37.1K Sell
177
-29
-14% -$6.05K 0.03% 322
2024
Q4 		$43.9K Buy
+206
New +$42.9K 0.03% 295

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

Park Square Financial Group's AIZ Position: Q2 2026 in Review

Park Square Financial Group reduced its Assurant (AIZ) stake by 30% in Q2 2026, selling an estimated $731 and leaving 7 shares worth $1.88K. The position accounts for 0.02% of the portfolio, ranked #171.

Park Square Financial Group first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.9K in Q4 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Park Square Financial Group held 7 shares of Assurant worth $1.88K as of Q2 2026.
  • Park Square Financial Group sold 3 Assurant shares in Q2 2026, an estimated $731.
  • Assurant made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #171 holding.
  • Park Square Financial Group first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Assurant position peaked at $43.9K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.