Concord Wealth Partners
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Concord Wealth Partners’s American International AIG Stock Holding History

Concord Wealth Partners’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.2K Hold
204
– – ﹤0.01% 497
2026
Q2 		$15.2K Buy
+204
New +$15.5K ﹤0.01% 516
2026
Q1 		– Sell
-204
Closed -$17.5K – 223
2025
Q4 		$17.5K Sell
204
-307
-60% -$24.6K ﹤0.01% 462
2025
Q3 		$40.1K Sell
511
-4
-0.8% -$320 0.01% 366
2025
Q2 		$44.1K Hold
515
– – 0.01% 362
2025
Q1 		$44.8K Hold
515
– – 0.01% 332
2024
Q4 		$37.5K Sell
515
-40
-7% -$3.01K 0.01% 375
2024
Q3 		$40.6K Buy
555
+6
+1% +$447 0.01% 363
2024
Q2 		$40.7K Hold
549
– – 0.01% 337
2024
Q1 		$42.9K Sell
549
-261
-32% -$18.6K 0.01% 373
2023
Q4 		$54.9K Sell
810
-682
-46% -$43.5K 0.01% 347
2023
Q3 		$90.4K Sell
1,492
-54
-3% -$3.22K 0.02% 296
2023
Q2 		$89K Buy
1,546
+207
+15% +$11.1K 0.02% 289
2023
Q1 		$67.4K Sell
1,339
-861
-39% -$50.3K 0.02% 307
2022
Q4 		$139K Buy
+2,200
New +$128K 0.04% 202
2022
Q3 		– Sell
-2,337
Closed -$119K – 178
2022
Q2 		$119K Buy
2,337
+166
+8% +$9.6K 0.03% 232
2022
Q1 		$136K Sell
2,171
-18
-0.8% -$1.08K 0.04% 242
2021
Q4 		$124K Buy
2,189
+536
+32% +$30.5K 0.03% 280
2021
Q3 		$91K Sell
1,653
-442
-21% -$22.8K 0.04% 149
2021
Q2 		$100K Sell
2,095
-490
-19% -$24.2K 0.03% 238
2021
Q1 		$119K Sell
2,585
-108
-4% -$4.67K 0.04% 190
2020
Q4 		$102K Buy
+2,693
New +$94.9K 0.08% 132

Other funds holding AIG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Concord Wealth Partners's AIG Position: Q3 2026 in Review

Concord Wealth Partners held its American International (AIG) position steady in Q3 2026 at 204 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Concord Wealth Partners first reported a position in AIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $139K in Q4 2022. 820 funds tracked by Wall St. Rank hold AIG as of Q3 2026.

  • Concord Wealth Partners held 204 shares of American International worth $15.2K as of Q3 2026.
  • Concord Wealth Partners left its American International share count unchanged in Q3 2026.
  • American International made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #497 holding.
  • Concord Wealth Partners first reported a position in American International in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's American International position peaked at $139K in Q4 2022.
  • 820 funds tracked by Wall St. Rank held American International as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.