UFF
AIZ icon

USA FINANCIAL FORMULAS’s Assurant AIZ Stock Holding History

USA FINANCIAL FORMULAS’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 		$97.2K Buy
+362
New +$88.2K 0.02% 183

Other funds holding AIZ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM

USA FINANCIAL FORMULAS's AIZ Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Assurant (AIZ) in Q2 2026: 362 shares worth $97.2K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings.

233 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • USA FINANCIAL FORMULAS held 362 shares of Assurant worth $97.2K as of Q2 2026.
  • Assurant was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Assurant made up 0.02% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #183 holding.
  • 233 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.