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Wedmont Private Capital’s Assurant AIZ Stock Holding History

Wedmont Private Capital’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
Q3 		$253K Sell
926
-2
-0.2% -$560 0.01% 856
2026
Q2 		$259K Buy
+928
New +$226K 0.01% 805

Other funds holding AIZ

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wedmont Private Capital's AIZ Position: Q3 2026 in Review

Wedmont Private Capital reduced its Assurant (AIZ) stake by 0.22% in Q3 2026, selling an estimated $560 and leaving 926 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #856.

Wedmont Private Capital first reported a position in AIZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $259K in Q2 2026. 32 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Wedmont Private Capital held 926 shares of Assurant worth $253K as of Q3 2026.
  • Wedmont Private Capital sold 2 Assurant shares in Q3 2026, an estimated $560.
  • Assurant made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #856 holding.
  • Wedmont Private Capital first reported a position in Assurant in Q2 2026 and has held it in 2 quarters since.
  • Wedmont Private Capital's Assurant position peaked at $259K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.