Ancora Advisors’s F&G Annuities & Life FG Stock Holding History

Ancora Advisors’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 Q1	$29.5K	Sell	1,167 -275,310	-100%	-$7.17M	﹤0.01%	1362
2025 Q4	$8.53M	Buy	276,477 +83,928	+44%	+$2.63M	0.18%	126
2025 Q3	$6.02M	Buy	192,549 +65,820	+52%	+$2.17M	0.12%	168
2025 Q2	$4.05M	Buy	126,729 +62,080	+96%	+$2.06M	0.08%	197
2025 Q1	$2.33M	Sell	64,649 -182,638	-74%	-$7.67M	0.05%	259
2024 Q4	$10.2M	Buy	247,287 +3,634	+1%	+$160K	0.23%	96
2024 Q3	$10.9M	Buy	243,653 +65,364	+37%	+$2.71M	0.25%	90
2024 Q2	$6.78M	Buy	178,289 +31,875	+22%	+$1.25M	0.17%	124
2024 Q1	$5.94M	Sell	146,414 -91,830	-39%	-$3.84M	0.14%	140
2023 Q4	$11M	Sell	238,244 -40,861	-15%	-$1.52M	0.26%	74
2023 Q3	$7.83M	Sell	279,105 -116,970	-30%	-$3.16M	0.21%	97
2023 Q2	$9.81M	Buy	396,075 +20,966	+6%	+$411K	0.26%	76
2023 Q1	$6.8M	Buy	375,109 +96,853	+35%	+$1.94M	0.19%	100
2022 Q4	$5.57M	Buy	+278,256	New	+$5.67M	0.16%	122

Other funds holding FG

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return