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

Bravera Wealth’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	-3	Closed	-$89	–	446
2025 Q4	$89	Buy	+3	New	+$94	﹤0.01%	481

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bravera Wealth's FG Position: Q1 2026 in Review

Bravera Wealth sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 3 shares — an estimated $89 sold.

Bravera Wealth first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $89 in Q4 2025. 328 funds tracked by Wall St. Rank hold FG as of Q1 2026.

Bravera Wealth reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 3 F&G Annuities & Life shares in Q1 2026, an estimated $89.
Bravera Wealth first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
Bravera Wealth's F&G Annuities & Life position peaked at $89 in Q4 2025.
328 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.