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AIZ icon

Pinnacle Wealth Planning Services’s Assurant AIZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$26K Hold
97
– – ﹤0.01% 1659
2026
Q1 		$21.1K Buy
97
+1
+1% +$228 ﹤0.01% 1669
2025
Q4 		$23.1K Buy
+96
New +$21.4K ﹤0.01% 1648
2021
Q1 		– Sell
-88
Closed -$12K – 390
2020
Q4 		$12K Buy
+88
New +$11.4K ﹤0.01% 1324

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

Pinnacle Wealth Planning Services's AIZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Assurant (AIZ) position steady in Q2 2026 at 97 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Pinnacle Wealth Planning Services first reported a position in AIZ in Q4 2020 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 97 shares of Assurant worth $26K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1659 holding.
  • Pinnacle Wealth Planning Services first reported a position in Assurant in Q4 2020 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.