Belpointe Asset Management’s F&G Annuities & Life FG Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-10,888	Closed	-$340K	–	1050
2025 Q3	$340K	Buy	10,888 +1,322	+14%	+$43.7K	0.01%	749
2025 Q2	$306K	Buy	9,566 +1,758	+23%	+$58.4K	0.01%	746
2025 Q1	$281K	Buy	7,808 +474	+6%	+$19.9K	0.01%	745
2024 Q4	$335K	Sell	7,334 -946	-11%	-$41.7K	0.02%	620
2024 Q3	$370K	Buy	8,280 +2,202	+36%	+$91.2K	0.02%	592
2024 Q2	$231K	Buy	+6,078	New	+$238K	0.02%	677
2024 Q1	–	Sell	-4,726	Closed	-$217K	–	804
2023 Q4	$217K	Buy	+4,726	New	+$176K	0.02%	634
2023 Q2	–	Sell	-161	Closed	-$2.92K	–	1502
2023 Q1	$2.92K	Sell	161 -18	-10%	-$360	﹤0.01%	3204
2022 Q4	$3.58K	Buy	+179	New	+$3.65K	﹤0.01%	3047

Other funds holding FG

FNF

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Belpointe Asset Management's FG Position: Q4 2025 in Review

Belpointe Asset Management sold out of F&G Annuities & Life (FG) in Q4 2025, closing a stake of 10,888 shares — an estimated $340K sold.

Belpointe Asset Management first reported a position in FG in Q4 2022 and held it in 9 quarters. The position peaked at $370K in Q3 2024. 453 funds tracked by Wall St. Rank hold FG as of Q4 2025.

Belpointe Asset Management reported no remaining F&G Annuities & Life position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 10,888 F&G Annuities & Life shares in Q4 2025, an estimated $340K.
Belpointe Asset Management first reported a position in F&G Annuities & Life in Q4 2022 and held it in 9 quarters.
Belpointe Asset Management's F&G Annuities & Life position peaked at $370K in Q3 2024.
453 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.