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CBIZ Investment Advisory Services’s F&G Annuities & Life FG Stock Holding History

CBIZ Investment Advisory Services’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
-19
Closed -$582 – 539
2025
Q4 		$582 Buy
+19
New +$594 ﹤0.01% 735

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CBIZ Investment Advisory Services's FG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 19 shares — an estimated $582 sold.

CBIZ Investment Advisory Services first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $582 in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 19 F&G Annuities & Life shares in Q1 2026, an estimated $582.
  • CBIZ Investment Advisory Services first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's F&G Annuities & Life position peaked at $582 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.