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 Q3	$1.73K	Hold	7	–	–	﹤0.01%	749
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

SOA Wealth Advisors's AIZ Position: Q3 2026 in Review

SOA Wealth Advisors held its Assurant (AIZ) position steady in Q3 2026 at 7 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

SOA Wealth Advisors first reported a position in AIZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $139K in Q1 2022. 427 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

SOA Wealth Advisors held 7 shares of Assurant worth $1.73K as of Q3 2026.
SOA Wealth Advisors left its Assurant share count unchanged in Q3 2026.
Assurant made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #749 holding.
SOA Wealth Advisors first reported a position in Assurant in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's Assurant position peaked at $139K in Q1 2022.
427 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.