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

Bell Investment 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 Q2	$1.65K	Hold	62	–	–	﹤0.01%	1393
2026 Q1	$1.57K	Sell	62 -2	-3%	-$52	﹤0.01%	1405
2025 Q4	$1.98K	Buy	64 +63	+6,300%	+$1.97K	﹤0.01%	1357
2025 Q3	$32	Hold	1	–	–	﹤0.01%	1871
2025 Q2	$32	Hold	1	–	–	﹤0.01%	1874
2025 Q1	$37	Hold	1	–	–	﹤0.01%	1895
2024 Q4	$42	Hold	1	–	–	﹤0.01%	1894
2024 Q3	$45	Hold	1	–	–	﹤0.01%	1872
2024 Q2	$39	Hold	1	–	–	﹤0.01%	1936
2024 Q1	$41	Hold	1	–	–	﹤0.01%	1904
2023 Q4	$46	Hold	1	–	–	﹤0.01%	1903
2023 Q3	$29	Hold	1	–	–	﹤0.01%	1921
2023 Q2	$25	Hold	1	–	–	﹤0.01%	1914
2023 Q1	$19	Sell	1 -34	-97%	-$681	﹤0.01%	1908
2022 Q4	$700	Buy	+35	New	+$713	﹤0.01%	1682

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 $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Bell Investment Advisors's FG Position: Q2 2026 in Review

Bell Investment Advisors held its F&G Annuities & Life (FG) position steady in Q2 2026 at 62 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Bell Investment Advisors first reported a position in FG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Bell Investment Advisors held 62 shares of F&G Annuities & Life worth $1.65K as of Q2 2026.
Bell Investment Advisors left its F&G Annuities & Life share count unchanged in Q2 2026.
F&G Annuities & Life made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1393 holding.
Bell Investment Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
Bell Investment Advisors's F&G Annuities & Life position peaked at $1.98K in Q4 2025.
323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.