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Benson Wealth Management’s F&G Annuities & Life FG Stock Holding History

Benson 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
Q1 		– Sell
-2
Closed -$62 – 364
2025
Q4 		$62 Buy
+2
New +$63 ﹤0.01% 346

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Dimensional Fund Advisors
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NAMI
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Benson Wealth Management's FG Position: Q1 2026 in Review

Benson Wealth Management sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 2 shares — an estimated $62 sold.

Benson Wealth Management first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $62 in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Benson Wealth Management reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Benson Wealth Management sold 2 F&G Annuities & Life shares in Q1 2026, an estimated $62.
  • Benson Wealth Management first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • Benson Wealth Management's F&G Annuities & Life position peaked at $62 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.