Cypress Wealth Services
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Cypress Wealth Services’s American International AIG Stock Holding History

Cypress Wealth Services’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 		$1.02M Sell
13,624
-4
-0% -$309 0.12% 130
2026
Q2 		$1.02M Sell
13,628
-75
-0.5% -$5.7K 0.12% 128
2026
Q1 		$1.03M Sell
13,703
-1,130
-8% -$86.4K 0.15% 114
2025
Q4 		$1.27M Buy
+14,833
New +$1.19M 0.18% 95

Other funds holding AIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Cypress Wealth Services's AIG Position: Q3 2026 in Review

Cypress Wealth Services reduced its American International (AIG) stake by 0.03% in Q3 2026, selling an estimated $309 and leaving 13,624 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #130.

Cypress Wealth Services first reported a position in AIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2025. 698 funds tracked by Wall St. Rank hold AIG as of Q3 2026.

  • Cypress Wealth Services held 13,624 shares of American International worth $1.02M as of Q3 2026.
  • Cypress Wealth Services sold 4 American International shares in Q3 2026, an estimated $309.
  • American International made up 0.12% of Cypress Wealth Services's portfolio in Q3 2026, its #130 holding.
  • Cypress Wealth Services first reported a position in American International in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's American International position peaked at $1.27M in Q4 2025.
  • 698 funds tracked by Wall St. Rank held American International as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.