Superior Planning, LLC’s F&G Annuities & Life FG Stock Holding History

Superior Planning, LLC’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22	Buy	+1	New	+$26	﹤0.01%	2126

Other funds holding FG

Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's FG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in F&G Annuities & Life (FG) in Q3 2026: 1 share worth $22. The stake represents ﹤0.01% of the portfolio and ranks #2126 among its holdings.

198 funds tracked by Wall St. Rank hold FG as of Q3 2026.

Superior Planning, LLC held 1 share of F&G Annuities & Life worth $22 as of Q3 2026.
F&G Annuities & Life was a new Superior Planning, LLC position in Q3 2026.
F&G Annuities & Life made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2126 holding.
198 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.