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Action Point Financial Planning’s F&G Annuities & Life FG Stock Holding History

Action Point Financial Planning’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
Q2 		$824 Buy
+33
New +$903 ﹤0.01% 2531

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Action Point Financial Planning's FG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in F&G Annuities & Life (FG) in Q2 2026: 33 shares worth $824. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings.

321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Action Point Financial Planning held 33 shares of F&G Annuities & Life worth $824 as of Q2 2026.
  • F&G Annuities & Life was a new Action Point Financial Planning position in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2531 holding.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.