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Sequoia Financial Advisors’s Assurant AIZ Stock Holding History

Sequoia 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
2026
Q2 		$949K Buy
3,535
+735
+26% +$179K ﹤0.01% 977
2026
Q1 		$610K Sell
2,800
-1,145
-29% -$261K ﹤0.01% 1157
2025
Q4 		$950K Buy
3,945
+1,739
+79% +$388K 0.01% 917
2025
Q3 		$478K Buy
2,206
+505
+30% +$102K ﹤0.01% 1160
2025
Q2 		$336K Buy
+1,701
New +$334K ﹤0.01% 1214

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

Sequoia Financial Advisors's AIZ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Assurant (AIZ) stake by 26% in Q2 2026, buying an estimated $179K and bringing the position to 3,535 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Sequoia Financial Advisors first reported a position in AIZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $950K in Q4 2025. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Sequoia Financial Advisors held 3,535 shares of Assurant worth $949K as of Q2 2026.
  • Sequoia Financial Advisors bought 735 Assurant shares in Q2 2026, an estimated $179K.
  • Assurant made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #977 holding.
  • Sequoia Financial Advisors first reported a position in Assurant in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Assurant position peaked at $950K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.