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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
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

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

Root Financial Partners's AIG Position: Q2 2026 in Review

Root Financial Partners sold out of American International (AIG) in Q2 2026, closing a stake of 1,097 shares — an estimated $82.6K sold.

Root Financial Partners first reported a position in AIG in Q3 2025 and held it in 3 quarters. The position peaked at $82.6K in Q1 2026. 1,138 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

  • Root Financial Partners reported no remaining American International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,097 American International shares in Q2 2026, an estimated $82.6K.
  • Root Financial Partners first reported a position in American International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's American International position peaked at $82.6K in Q1 2026.
  • 1,138 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.