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
Q2
– Sell
-2,673
Closed -$201K – 293
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: Q2 2026 in Review

Phillips Financial Management sold out of American International (AIG) in Q2 2026, closing a stake of 2,673 shares — an estimated $201K sold.

Phillips Financial Management first reported a position in AIG in Q3 2025 and held it in 3 quarters. The position peaked at $265K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

  • Phillips Financial Management reported no remaining American International position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 2,673 American International shares in Q2 2026, an estimated $201K.
  • Phillips Financial Management first reported a position in American International in Q3 2025 and held it in 3 quarters.
  • Phillips Financial Management's American International position peaked at $265K in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.