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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
Q2 		$940K Buy
12,613
+3,010
+31% +$229K ﹤0.01% 772
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EP Wealth Advisors's AIG Position: Q2 2026 in Review

EP Wealth Advisors increased its American International (AIG) stake by 31% in Q2 2026, buying an estimated $229K and bringing the position to 12,613 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

EP Wealth Advisors first reported a position in AIG in Q3 2019 and has held it in 16 quarters since. 1,140 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

  • EP Wealth Advisors held 12,613 shares of American International worth $940K as of Q2 2026.
  • EP Wealth Advisors bought 3,010 American International shares in Q2 2026, an estimated $229K.
  • American International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #772 holding.
  • EP Wealth Advisors first reported a position in American International in Q3 2019 and has held it in 16 quarters since.
  • 1,140 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.