Cerity Partners
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Cerity Partners’s F&G Annuities & Life FG Stock Holding History

Cerity Partners’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 		– Sell
-8,014
Closed -$203K – 3464
2026
Q1 		$203K Sell
8,014
-3,478
-30% -$90.6K ﹤0.01% 2875
2025
Q4 		$355K Buy
+11,492
New +$359K ﹤0.01% 2304

Other funds holding FG

FNF
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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

Cerity Partners's FG Position: Q2 2026 in Review

Cerity Partners sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 8,014 shares — an estimated $203K sold.

Cerity Partners first reported a position in FG in Q4 2025 and held it in 2 quarters. The position peaked at $355K in Q4 2025. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Cerity Partners reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 8,014 F&G Annuities & Life shares in Q2 2026, an estimated $203K.
  • Cerity Partners first reported a position in F&G Annuities & Life in Q4 2025 and held it in 2 quarters.
  • Cerity Partners's F&G Annuities & Life position peaked at $355K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.