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EP Wealth Advisors’s American International AIG Stock Holding History

EP Wealth Advisors’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
Q1 		$723K Sell
9,603
-169
-2% -$12.9K ﹤0.01% 753
2025
Q4 		$836K Buy
+9,772
New +$782K ﹤0.01% 668
2025
Q2 		$675K Buy
7,883
+1,326
+20% +$110K ﹤0.01% 670
2025
Q1 		$570K Buy
6,557
+269
+4% +$20.9K ﹤0.01% 661
2024
Q4 		$458K Sell
6,288
-885
-12% -$66.5K ﹤0.01% 721
2024
Q3 		$525K Buy
7,173
+2,739
+62% +$204K ﹤0.01% 676
2024
Q2 		$329K Buy
4,434
+898
+25% +$68.7K ﹤0.01% 628
2024
Q1 		$276K Buy
3,536
+165
+5% +$11.8K ﹤0.01% 652
2023
Q4 		$228K Sell
3,371
-27
-0.8% -$1.72K ﹤0.01% 684
2023
Q3 		$206K Buy
+3,398
New +$203K ﹤0.01% 664
2022
Q3 		– Sell
-6,709
Closed -$343K – 350
2022
Q2 		$343K Buy
6,709
+931
+16% +$54.1K 0.01% 453
2022
Q1 		$363K Buy
+5,778
New +$347K 0.01% 449
2021
Q2 		– Sell
-5,690
Closed -$263K – 536
2021
Q1 		$263K Buy
+5,690
New +$246K 0.01% 426
2020
Q1 		– Sell
-5,292
Closed -$272K – 365
2019
Q4 		$272K Buy
5,292
+156
+3% +$8.27K 0.01% 346
2019
Q3 		$286K Buy
+5,136
New +$284K 0.01% 288

Other funds holding AIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EP Wealth Advisors's AIG Position: Q1 2026 in Review

EP Wealth Advisors reduced its American International (AIG) stake by 1.7% in Q1 2026, selling an estimated $12.9K and leaving 9,603 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

EP Wealth Advisors first reported a position in AIG in Q3 2019 and has held it in 15 quarters since. The position peaked at $836K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

  • EP Wealth Advisors held 9,603 shares of American International worth $723K as of Q1 2026.
  • EP Wealth Advisors sold 169 American International shares in Q1 2026, an estimated $12.9K.
  • American International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #753 holding.
  • EP Wealth Advisors first reported a position in American International in Q3 2019 and has held it in 15 quarters since.
  • EP Wealth Advisors's American International position peaked at $836K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.