Prestige Wealth Management Group’s Assurant AIZ Stock Holding History

Prestige Wealth Management 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	$7.25K	Hold	27	–	–	﹤0.01%	499
2026 Q1	$5.88K	Hold	27	–	–	﹤0.01%	528
2025 Q4	$6.5K	Hold	27	–	–	﹤0.01%	523
2025 Q3	$5.85K	Hold	27	–	–	﹤0.01%	540
2025 Q2	$5.33K	Sell	27 -14	-34%	-$2.75K	﹤0.01%	551
2025 Q1	$8.6K	Hold	41	–	–	﹤0.01%	466
2024 Q4	$8.74K	Hold	41	–	–	﹤0.01%	482
2024 Q3	$8.15K	Hold	41	–	–	﹤0.01%	495
2024 Q2	$6.82K	Sell	41 -8	-16%	-$1.39K	﹤0.01%	482
2024 Q1	$9.22K	Sell	49 -41	-46%	-$7.14K	﹤0.01%	460
2023 Q4	$15.2K	Buy	90 +26	+41%	+$4.13K	﹤0.01%	371
2023 Q3	$9.19K	Buy	64 +15	+31%	+$2.06K	﹤0.01%	455
2023 Q2	$6.16K	Buy	49 +22	+81%	+$2.74K	﹤0.01%	543
2023 Q1	$3.24K	Sell	27 -9	-25%	-$1.13K	﹤0.01%	662
2022 Q4	$4.5K	Sell	36 -7	-16%	-$933	﹤0.01%	639
2022 Q3	$6K	Buy	43 +1	+2%	+$163	﹤0.01%	501
2022 Q2	$7K	Buy	42 +19	+83%	+$3.44K	﹤0.01%	487
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	646
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	671
2021 Q3	$4K	Hold	23	–	–	﹤0.01%	667
2021 Q2	$4K	Hold	23	–	–	﹤0.01%	663
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	705
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	666
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	605
2020 Q2	$2K	Hold	23	–	–	﹤0.01%	653
2020 Q1	$2K	Buy	+23	New	+$2.84K	﹤0.01%	611
2019 Q1	–	Sell	-23	Closed	-$2K	–	506
2018 Q4	$2K	Buy	+23	New	+$2.25K	﹤0.01%	786

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prestige Wealth Management Group's AIZ Position: Q2 2026 in Review

Prestige Wealth Management Group held its Assurant (AIZ) position steady in Q2 2026 at 27 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Prestige Wealth Management Group first reported a position in AIZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $15.2K in Q4 2023. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Prestige Wealth Management Group held 27 shares of Assurant worth $7.25K as of Q2 2026.
Prestige Wealth Management Group left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #499 holding.
Prestige Wealth Management Group first reported a position in Assurant in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Assurant position peaked at $15.2K in Q4 2023.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.