SFA
AIZ icon

Semmax Financial Advisors’s Assurant AIZ Stock Holding History

Semmax Financial 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
Q2 		– Sell
-7
Closed -$1.37K – 433
2025
Q1 		$1.37K Buy
+7
New +$1.46K ﹤0.01% 338
2024
Q2 		– Sell
-12
Closed -$2.12K – 416
2024
Q1 		$2.12K Buy
+12
New +$2.09K ﹤0.01% 298

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Semmax Financial Advisors's AIZ Position: Q2 2025 in Review

Semmax Financial Advisors sold out of Assurant (AIZ) in Q2 2025, closing a stake of 7 shares — an estimated $1.37K sold.

Semmax Financial Advisors first reported a position in AIZ in Q1 2024 and held it in 2 quarters. The position peaked at $2.12K in Q1 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Semmax Financial Advisors reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Semmax Financial Advisors sold 7 Assurant shares in Q2 2025, an estimated $1.37K.
  • Semmax Financial Advisors first reported a position in Assurant in Q1 2024 and held it in 2 quarters.
  • Semmax Financial Advisors's Assurant position peaked at $2.12K in Q1 2024.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.