Phillips Financial Management’s American International AIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$201K Sell
2,673
-421
-14% -$32.2K 0.01% 192
2025
Q4
$265K Buy
3,094
+25
+0.8% +$2K 0.02% 178
2025
Q3
$241K Buy
+3,069
New +$245K 0.02% 188

Other funds holding AIG

Phillips Financial Management's AIG Position: Q1 2026 in Review

Phillips Financial Management reduced its American International (AIG) stake by 14% in Q1 2026, selling an estimated $32.2K and leaving 2,673 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #192.

Phillips Financial Management first reported a position in AIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

  • Phillips Financial Management held 2,673 shares of American International worth $201K as of Q1 2026.
  • Phillips Financial Management sold 421 American International shares in Q1 2026, an estimated $32.2K.
  • American International made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #192 holding.
  • Phillips Financial Management first reported a position in American International in Q3 2025 and has held it in 3 quarters since.
  • Phillips Financial Management's American International position peaked at $265K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.