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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
Q2 		$10.2K Buy
38
+11
+41% +$2.68K 0.01% 467
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

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

Richardson Financial Services's AIZ Position: Q2 2026 in Review

Richardson Financial Services increased its Assurant (AIZ) stake by 41% in Q2 2026, buying an estimated $2.68K and bringing the position to 38 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #467.

Richardson Financial Services first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.9K in Q4 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Richardson Financial Services held 38 shares of Assurant worth $10.2K as of Q2 2026.
  • Richardson Financial Services bought 11 Assurant shares in Q2 2026, an estimated $2.68K.
  • Assurant made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #467 holding.
  • Richardson Financial Services first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Assurant position peaked at $60.9K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.