UB
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UMB Bank’s Assurant AIZ Stock Holding History

UMB Bank’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 		$25.5K Sell
117
-44
-27% -$10K ﹤0.01% 1507
2025
Q4 		$38.8K Hold
161
– – ﹤0.01% 1330
2025
Q3 		$34.9K Buy
161
+126
+360% +$25.6K ﹤0.01% 1270
2025
Q2 		$6.91K Sell
35
-40
-53% -$7.86K ﹤0.01% 1730
2025
Q1 		$15.7K Buy
75
+39
+108% +$8.14K ﹤0.01% 1401
2024
Q4 		$7.68K Buy
36
+4
+13% +$832 ﹤0.01% 1562
2024
Q3 		$6.36K Hold
32
– – ﹤0.01% 1652
2024
Q2 		$5.32K Buy
+32
New +$5.55K ﹤0.01% 1418
2022
Q4 		– Sell
-301
Closed -$44K – 1700
2022
Q3 		$44K Hold
301
– – ﹤0.01% 902
2022
Q2 		$52K Buy
+301
New +$54.5K ﹤0.01% 911

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 $5.7T 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 $653B AUM 32.41% 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