Atlantic Edge Private Wealth Management’s F&G Annuities & Life FG Stock Holding History

Atlantic Edge Private Wealth Management’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	$2.9K	Hold	109	–	–	﹤0.01%	533
2026 Q1	$2.76K	Hold	109	–	–	﹤0.01%	512
2025 Q4	$3.36K	Buy	109 +51	+88%	+$1.59K	﹤0.01%	482
2025 Q3	$1.81K	Hold	58	–	–	﹤0.01%	501
2025 Q2	$1.85K	Hold	58	–	–	﹤0.01%	472
2025 Q1	$2.09K	Hold	58	–	–	﹤0.01%	456
2024 Q4	$2.4K	Hold	58	–	–	﹤0.01%	436
2024 Q3	$2.59K	Hold	58	–	–	﹤0.01%	436
2024 Q2	$2.21K	Hold	58	–	–	﹤0.01%	421
2024 Q1	$2.35K	Hold	58	–	–	﹤0.01%	425
2023 Q4	$2.67K	Buy	+58	New	+$2.16K	﹤0.01%	403

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Atlantic Edge Private Wealth Management's FG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its F&G Annuities & Life (FG) position steady in Q2 2026 at 109 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Atlantic Edge Private Wealth Management first reported a position in FG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36K in Q4 2025. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Atlantic Edge Private Wealth Management held 109 shares of F&G Annuities & Life worth $2.9K as of Q2 2026.
Atlantic Edge Private Wealth Management left its F&G Annuities & Life share count unchanged in Q2 2026.
F&G Annuities & Life made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #533 holding.
Atlantic Edge Private Wealth Management first reported a position in F&G Annuities & Life in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's F&G Annuities & Life position peaked at $3.36K in Q4 2025.
321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.