RWM
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Rialto Wealth Management’s Assurant AIZ Stock Holding History

Rialto 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
2026
Q2 		$4.57K Buy
17
+5
+42% +$1.22K ﹤0.01% 783
2026
Q1 		$2.61K Buy
12
+4
+50% +$912 ﹤0.01% 773
2025
Q4 		$1.93K Buy
8
+3
+60% +$670 ﹤0.01% 756
2025
Q3 		$1.08K Sell
5
-2
-29% -$406 ﹤0.01% 901
2025
Q2 		$1.38K Buy
7
+4
+133% +$786 ﹤0.01% 717
2025
Q1 		$630 Buy
+3
New +$626 ﹤0.01% 730

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

Rialto Wealth Management's AIZ Position: Q2 2026 in Review

Rialto Wealth Management increased its Assurant (AIZ) stake by 42% in Q2 2026, buying an estimated $1.22K and bringing the position to 17 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Rialto Wealth Management first reported a position in AIZ in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Rialto Wealth Management held 17 shares of Assurant worth $4.57K as of Q2 2026.
  • Rialto Wealth Management bought 5 Assurant shares in Q2 2026, an estimated $1.22K.
  • Assurant made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #783 holding.
  • Rialto Wealth Management first reported a position in Assurant in Q1 2025 and has held it in 6 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.