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Parkworth Wealth Management’s Assurant AIZ Stock Holding History

Parkworth 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
2025
Q2 		$395 Hold
2
– – ﹤0.01% 709
2025
Q1 		$420 Hold
2
– – ﹤0.01% 477
2024
Q4 		$426 Buy
+2
New +$416 ﹤0.01% 476

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkworth Wealth Management's AIZ Position: Q2 2025 in Review

Parkworth Wealth Management held its Assurant (AIZ) position steady in Q2 2025 at 2 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Parkworth Wealth Management first reported a position in AIZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $426 in Q4 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Assurant worth $395 as of Q2 2025.
  • Parkworth Wealth Management left its Assurant share count unchanged in Q2 2025.
  • Assurant made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #709 holding.
  • Parkworth Wealth Management first reported a position in Assurant in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Assurant position peaked at $426 in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.