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Capital Analysts LLC’s F&G Annuities & Life FG Stock Holding History

Capital Analysts LLC’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 		$2K Hold
66
– – ﹤0.01% 1464
2026
Q1 		$2K Hold
66
– – ﹤0.01% 1452
2025
Q4 		$2K Buy
66
+31
+89% +$970 ﹤0.01% 1406
2025
Q3 		$1K Hold
35
– – ﹤0.01% 1403
2025
Q2 		$1K Hold
35
– – ﹤0.01% 1345
2025
Q1 		$1K Hold
35
– – ﹤0.01% 1331
2024
Q4 		$1K Buy
+35
New +$1.54K ﹤0.01% 1253

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 $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Capital Analysts LLC's FG Position: Q2 2026 in Review

Capital Analysts LLC held its F&G Annuities & Life (FG) position steady in Q2 2026 at 66 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Capital Analysts LLC first reported a position in FG in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Capital Analysts LLC held 66 shares of F&G Annuities & Life worth $2K as of Q2 2026.
  • Capital Analysts LLC left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1464 holding.
  • Capital Analysts LLC first reported a position in F&G Annuities & Life in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.