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Atria Investments’s F&G Annuities & Life FG Stock Holding History

Atria Investments’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 		$217K Sell
8,173
-288
-3% -$7.88K ﹤0.01% 2025
2026
Q1 		$214K Buy
8,461
+962
+13% +$25.1K ﹤0.01% 1951
2025
Q4 		$231K Buy
+7,499
New +$235K ﹤0.01% 1897

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 $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Atria Investments's FG Position: Q2 2026 in Review

Atria Investments reduced its F&G Annuities & Life (FG) stake by 3.4% in Q2 2026, selling an estimated $7.88K and leaving 8,173 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Atria Investments first reported a position in FG in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Atria Investments held 8,173 shares of F&G Annuities & Life worth $217K as of Q2 2026.
  • Atria Investments sold 288 F&G Annuities & Life shares in Q2 2026, an estimated $7.88K.
  • F&G Annuities & Life made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2025 holding.
  • Atria Investments first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • Atria Investments's F&G Annuities & Life position peaked at $231K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.