Rise Advisors’s Assurant AIZ Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-6	Closed	-$1.3K	–	141
2025 Q3	$1.3K	Buy	6 +3	+100%	+$609	﹤0.01%	1239
2025 Q2	$592	Hold	3	–	–	﹤0.01%	1373
2025 Q1	$629	Buy	+3	New	+$626	﹤0.01%	1347

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rise Advisors's AIZ Position: Q4 2025 in Review

Rise Advisors sold out of Assurant (AIZ) in Q4 2025, closing a stake of 6 shares — an estimated $1.3K sold.

Rise Advisors first reported a position in AIZ in Q1 2025 and held it in 3 quarters. The position peaked at $1.3K in Q3 2025. 566 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

Rise Advisors reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 6 Assurant shares in Q4 2025, an estimated $1.3K.
Rise Advisors first reported a position in Assurant in Q1 2025 and held it in 3 quarters.
Rise Advisors's Assurant position peaked at $1.3K in Q3 2025.
566 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.