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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
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

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

Root Financial Partners's AIG Position: Q1 2026 in Review

Root Financial Partners increased its American International (AIG) stake by 33% in Q1 2026, buying an estimated $21K and bringing the position to 1,097 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Root Financial Partners first reported a position in AIG in Q3 2025 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

  • Root Financial Partners held 1,097 shares of American International worth $82.6K as of Q1 2026.
  • Root Financial Partners bought 275 American International shares in Q1 2026, an estimated $21K.
  • American International made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #641 holding.
  • Root Financial Partners first reported a position in American International in Q3 2025 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.