Wayfinding Financial’s Assurant AIZ Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-224	Closed	-$46K	–	159
2025 Q1	$46K	Buy	+224	New	+$46.7K	0.02%	379

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wayfinding Financial's AIZ Position: Q2 2025 in Review

Wayfinding Financial sold out of Assurant (AIZ) in Q2 2025, closing a stake of 224 shares — an estimated $46K sold.

Wayfinding Financial first reported a position in AIZ in Q1 2025 and held it in 1 quarter. The position peaked at $46K in Q1 2025. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

Wayfinding Financial reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 224 Assurant shares in Q2 2025, an estimated $46K.
Wayfinding Financial first reported a position in Assurant in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Assurant position peaked at $46K in Q1 2025.
547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.