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Trifecta Capital Advisors’s Assurant AIZ Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-6
Closed -$1.3K – 265
2025
Q3 		$1.3K Hold
6
– – ﹤0.01% 386
2025
Q2 		$1.19K Hold
6
– – ﹤0.01% 404
2025
Q1 		$1.26K Hold
6
– – ﹤0.01% 354
2024
Q4 		$1.28K Hold
6
– – ﹤0.01% 350
2024
Q3 		$1.19K Hold
6
– – ﹤0.01% 363
2024
Q2 		$998 Hold
6
– – ﹤0.01% 380
2024
Q1 		$1.13K Hold
6
– – ﹤0.01% 364
2023
Q4 		$1.01K Hold
6
– – ﹤0.01% 395
2023
Q3 		$862 Hold
6
– – ﹤0.01% 382
2023
Q2 		$755 Hold
6
– – ﹤0.01% 393
2023
Q1 		$721 Sell
6
-1
-14% -$125 ﹤0.01% 393
2022
Q4 		$875 Buy
+7
New +$933 ﹤0.01% 385

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trifecta Capital Advisors's AIZ Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Assurant (AIZ) in Q4 2025, closing a stake of 6 shares — an estimated $1.3K sold.

Trifecta Capital Advisors first reported a position in AIZ in Q4 2022 and held it in 12 quarters. The position peaked at $1.3K in Q3 2025. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 6 Assurant shares in Q4 2025, an estimated $1.3K.
  • Trifecta Capital Advisors first reported a position in Assurant in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Assurant position peaked at $1.3K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.