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Allworth Financial’s F&G Annuities & Life FG Stock Holding History

Allworth Financial’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 		$46K Buy
1,728
+573
+50% +$15.7K ﹤0.01% 2572
2026
Q1 		$29.2K Sell
1,155
-18
-2% -$469 ﹤0.01% 2725
2025
Q4 		$36.2K Buy
1,173
+861
+276% +$26.9K ﹤0.01% 2417
2025
Q3 		$9.76K Buy
312
+23
+8% +$760 ﹤0.01% 3152
2025
Q2 		$9.24K Buy
289
+253
+703% +$8.4K ﹤0.01% 2928
2025
Q1 		$1.27K Buy
36
+23
+177% +$966 ﹤0.01% 3382
2024
Q4 		$565 Hold
13
– – ﹤0.01% 3567
2024
Q3 		$582 Hold
13
– – ﹤0.01% 3379
2024
Q2 		$570 Sell
13
-2
-13% -$78 ﹤0.01% 3338
2024
Q1 		$609 Sell
15
-184
-92% -$7.7K ﹤0.01% 3229
2023
Q4 		$9.15K Hold
199
– – ﹤0.01% 2015
2023
Q3 		$5.58K Buy
199
+13
+7% +$352 ﹤0.01% 2059
2023
Q2 		$4.61K Sell
186
-84
-31% -$1.65K ﹤0.01% 2142
2023
Q1 		$4.89K Sell
270
-280
-51% -$5.61K ﹤0.01% 2042
2022
Q4 		$11K Buy
+550
New +$11.2K ﹤0.01% 1659

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

Allworth Financial's FG Position: Q2 2026 in Review

Allworth Financial increased its F&G Annuities & Life (FG) stake by 50% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,728 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Allworth Financial first reported a position in FG in Q4 2022 and has held it in 15 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Allworth Financial held 1,728 shares of F&G Annuities & Life worth $46K as of Q2 2026.
  • Allworth Financial bought 573 F&G Annuities & Life shares in Q2 2026, an estimated $15.7K.
  • F&G Annuities & Life made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2572 holding.
  • Allworth Financial first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.