SWA
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SOA Wealth Advisors’s Assurant AIZ Stock Holding History

SOA Wealth 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 		$1.76K Hold
7
– – ﹤0.01% 776
2026
Q1 		$1.42K Hold
7
– – ﹤0.01% 727
2025
Q4 		$1.57K Sell
7
-1
-13% -$223 ﹤0.01% 729
2025
Q3 		$1.64K Hold
8
– – ﹤0.01% 737
2025
Q2 		$1.49K Sell
8
-26
-76% -$5.11K ﹤0.01% 732
2025
Q1 		$7.24K Hold
34
– – ﹤0.01% 600
2024
Q4 		$7.35K Hold
34
– – ﹤0.01% 584
2024
Q3 		$6.85K Hold
34
– – ﹤0.01% 576
2024
Q2 		$5.72K Sell
34
-20
-37% -$3.47K ﹤0.01% 595
2024
Q1 		$10.2K Hold
54
– – ﹤0.01% 537
2023
Q4 		$9.16K Hold
54
– – ﹤0.01% 541
2023
Q3 		$7.8K Hold
54
– – ﹤0.01% 560
2023
Q2 		$6.82K Hold
54
– – ﹤0.01% 577
2023
Q1 		$6.51K Sell
54
-20
-27% -$2.5K ﹤0.01% 583
2022
Q4 		$9.28K Sell
74
-2
-3% -$266 ﹤0.01% 532
2022
Q3 		$11K Sell
76
-11
-13% -$1.8K ﹤0.01% 489
2022
Q2 		$15K Sell
87
-679
-89% -$123K ﹤0.01% 428
2022
Q1 		$139K Hold
766
– – 0.03% 202
2021
Q4 		$118K Hold
766
– – 0.03% 199
2021
Q3 		$120K Sell
766
-1
-0.1% -$161 0.03% 202
2021
Q2 		$119K Buy
767
+328
+75% +$51.2K 0.03% 198
2021
Q1 		$62K Buy
439
+131
+43% +$17.6K 0.02% 243
2020
Q4 		$39K Buy
+308
New +$39.9K 0.01% 294

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

SOA Wealth Advisors's AIZ Position: Q2 2026 in Review

SOA Wealth Advisors held its Assurant (AIZ) position steady in Q2 2026 at 7 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

SOA Wealth Advisors first reported a position in AIZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $139K in Q1 2022. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • SOA Wealth Advisors held 7 shares of Assurant worth $1.76K as of Q2 2026.
  • SOA Wealth Advisors left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #776 holding.
  • SOA Wealth Advisors first reported a position in Assurant in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Assurant position peaked at $139K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.