Amalgamated Bank’s F&G Annuities & Life FG Stock Holding History

Amalgamated Bank’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	$264K	Buy	+9,924	New	+$271K	﹤0.01%	1536
2026 Q1	–	Sell	-1,155	Closed	-$36K	–	2042
2025 Q4	$36K	Buy	1,155 +513	+80%	+$16K	﹤0.01%	1917
2025 Q3	$20K	Hold	642	–	–	﹤0.01%	2121
2025 Q2	$21K	Hold	642	–	–	﹤0.01%	2092
2025 Q1	$23K	Hold	642	–	–	﹤0.01%	2010
2024 Q4	$27K	Hold	642	–	–	﹤0.01%	2009
2024 Q3	$29K	Hold	642	–	–	﹤0.01%	2002
2024 Q2	$24K	Hold	642	–	–	﹤0.01%	2054
2024 Q1	$26K	Sell	642 -1,061	-62%	-$44.4K	﹤0.01%	2036
2023 Q4	$78K	Sell	1,703 -191	-10%	-$7.12K	﹤0.01%	2085
2023 Q3	$53K	Hold	1,894	–	–	﹤0.01%	2231
2023 Q2	$47K	Sell	1,894 -29	-2%	-$568	﹤0.01%	2350
2023 Q1	$35K	Sell	1,923 -2,585	-57%	-$51.8K	﹤0.01%	2449
2022 Q4	$90K	Buy	+4,508	New	+$91.9K	﹤0.01%	2174

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Amalgamated Bank's FG Position: Q2 2026 in Review

Amalgamated Bank opened a new position in F&G Annuities & Life (FG) in Q2 2026: 9,924 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings. This is a return to the name: Amalgamated Bank previously reported a position in FG as recently as Q4 2025.

Amalgamated Bank first reported a position in FG in Q4 2022 and has held it in 14 quarters since. 182 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Amalgamated Bank held 9,924 shares of F&G Annuities & Life worth $264K as of Q2 2026.
F&G Annuities & Life was a new Amalgamated Bank position in Q2 2026.
F&G Annuities & Life made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1536 holding.
Amalgamated Bank first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 14 quarters since.
182 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.