RFS
AIZ icon

Richardson Financial Services’s Assurant AIZ Stock Holding History

Richardson Financial 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
Q1 		$5.88K Sell
27
-26
-49% -$5.93K ﹤0.01% 513
2025
Q4 		$12.8K Sell
53
-4
-7% -$893 ﹤0.01% 457
2025
Q3 		$12.3K Buy
57
+10
+21% +$2.03K 0.01% 421
2025
Q2 		$9.29K Sell
47
-237
-83% -$46.6K 0.01% 419
2025
Q1 		$59.6K Sell
284
-3
-1% -$626 0.05% 226
2024
Q4 		$60.9K Buy
287
+86
+43% +$17.9K 0.04% 237
2024
Q3 		$33.4K Hold
201
– – 0.02% 296
2024
Q2 		$33.4K Buy
201
+77
+62% +$13.4K 0.02% 281
2024
Q1 		$23.3K Buy
124
+87
+235% +$15.2K 0.02% 325
2023
Q4 		$6.23K Buy
+37
New +$5.88K 0.01% 351

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richardson Financial Services's AIZ Position: Q1 2026 in Review

Richardson Financial Services reduced its Assurant (AIZ) stake by 49% in Q1 2026, selling an estimated $5.93K and leaving 27 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Richardson Financial Services first reported a position in AIZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $60.9K in Q4 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Richardson Financial Services held 27 shares of Assurant worth $5.88K as of Q1 2026.
  • Richardson Financial Services sold 26 Assurant shares in Q1 2026, an estimated $5.93K.
  • Assurant made up ﹤0.01% of Richardson Financial Services's portfolio in Q1 2026, its #513 holding.
  • Richardson Financial Services first reported a position in Assurant in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Assurant position peaked at $60.9K in Q4 2024.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.