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Twin Peaks Wealth Advisors’s Assurant AIZ Stock Holding History

Twin Peaks 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 		– Sell
-46
Closed -$10K – 291
2026
Q1 		$10K Buy
+46
New +$10.5K ﹤0.01% 1069
2025
Q3 		– Sell
-29
Closed -$6.07K – 225
2025
Q2 		$6.07K Buy
+29
New +$5.7K ﹤0.01% 1205

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

Twin Peaks Wealth Advisors's AIZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 46 shares — an estimated $10K sold.

Twin Peaks Wealth Advisors first reported a position in AIZ in Q2 2025 and held it in 2 quarters. The position peaked at $10K in Q1 2026. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 46 Assurant shares in Q2 2026, an estimated $10K.
  • Twin Peaks Wealth Advisors first reported a position in Assurant in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Assurant position peaked at $10K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.