CIBC Private Wealth Group’s F&G Annuities & Life FG Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$3K	Buy	97 +45	+87%	+$1.41K	﹤0.01%	2724
2025 Q3	$1.63K	Buy	+52	New	+$1.72K	﹤0.01%	2756
2025 Q1	–	Sell	-10	Closed	-$414	–	3157
2024 Q4	$414	Buy	+10	New	+$440	﹤0.01%	2861
2024 Q3	–	Sell	-68	Closed	-$2.57K	–	3172
2024 Q2	$2.57K	Hold	68	–	–	﹤0.01%	2708
2024 Q1	$2.75K	Buy	+68	New	+$2.84K	﹤0.01%	2672

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIBC Private Wealth Group's FG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its F&G Annuities & Life (FG) stake by 87% in Q4 2025, buying an estimated $1.41K and bringing the position to 97 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

CIBC Private Wealth Group first reported a position in FG in Q1 2024 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold FG as of Q4 2025.

CIBC Private Wealth Group held 97 shares of F&G Annuities & Life worth $3K as of Q4 2025.
CIBC Private Wealth Group bought 45 F&G Annuities & Life shares in Q4 2025, an estimated $1.41K.
F&G Annuities & Life made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2724 holding.
CIBC Private Wealth Group first reported a position in F&G Annuities & Life in Q1 2024 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.