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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
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

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's AIZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Assurant (AIZ) in Q1 2026: 46 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AIZ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AIZ in Q2 2025 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 46 shares of Assurant worth $10K as of Q1 2026.
  • Assurant was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Assurant made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1069 holding.
  • Twin Peaks Wealth Advisors first reported a position in Assurant in Q2 2025 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.