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Strategic Wealth Partners’s Assurant AIZ Stock Holding History

Strategic Wealth Partners’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 		$9.67K Hold
36
– – ﹤0.01% 929
2026
Q1 		$7.84K Hold
36
– – ﹤0.01% 950
2025
Q4 		$8.67K Hold
36
– – ﹤0.01% 926
2025
Q3 		$7.8K Buy
+36
New +$7.3K ﹤0.01% 947

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

Strategic Wealth Partners's AIZ Position: Q2 2026 in Review

Strategic Wealth Partners held its Assurant (AIZ) position steady in Q2 2026 at 36 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Strategic Wealth Partners first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Strategic Wealth Partners held 36 shares of Assurant worth $9.67K as of Q2 2026.
  • Strategic Wealth Partners left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #929 holding.
  • Strategic Wealth Partners first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.