Root Financial Partners
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Root Financial Partners’s American International AIG Stock Holding History

Root Financial Partners’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 		$191K Buy
+2,572
New +$199K 0.01% 462
2026
Q2 		– Sell
-1,097
Closed -$82.6K – 487
2026
Q1 		$82.6K Buy
1,097
+275
+33% +$21K ﹤0.01% 641
2025
Q4 		$70.3K Buy
822
+40
+5% +$3.2K ﹤0.01% 595
2025
Q3 		$61.4K Buy
+782
New +$62.5K ﹤0.01% 600

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

Root Financial Partners's AIG Position: Q3 2026 in Review

Root Financial Partners opened a new position in American International (AIG) in Q3 2026: 2,572 shares worth $191K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AIG as recently as Q1 2026.

Root Financial Partners first reported a position in AIG in Q3 2025 and has held it in 4 quarters since. 698 funds tracked by Wall St. Rank hold AIG as of Q3 2026.

  • Root Financial Partners held 2,572 shares of American International worth $191K as of Q3 2026.
  • American International was a new Root Financial Partners position in Q3 2026.
  • American International made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #462 holding.
  • Root Financial Partners first reported a position in American International in Q3 2025 and has held it in 4 quarters since.
  • 698 funds tracked by Wall St. Rank held American International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.