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Summit Wealth Group (Colorado)’s American International AIG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-4,777
Closed -$289K – 287
2025
Q3 		$289K Buy
+4,777
New +$382K 0.03% 365

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AIG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of American International (AIG) in Q4 2025, closing a stake of 4,777 shares — an estimated $289K sold.

Summit Wealth Group (Colorado) first reported a position in AIG in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 1,151 funds tracked by Wall St. Rank hold AIG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining American International position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,777 American International shares in Q4 2025, an estimated $289K.
  • Summit Wealth Group (Colorado) first reported a position in American International in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s American International position peaked at $289K in Q3 2025.
  • 1,151 funds tracked by Wall St. Rank held American International as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.